Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,242 | $180,749-68.3% | $160,784-64.4% | $137,256-58.3% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.0%-52.0pp | 80.0%-55.0pp |
| Annual return | 13.34% | 2234.46%-2221.1pp | 1803.92%-1790.6pp | 220.34%-207.0pp |
| Employer contribution / active EE | $608 | $4,155-85.4% | $3,733-83.7% | $4,156-85.4% |
| Participant deferral / active EE | $1,199 | $6,844-82.5% | $6,293-81.0% | $6,407-81.3% |
| Admin fee / account holder | $562 | $10,397-94.6% | $9,717-94.2% | $12,270-95.4% |