Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,863 | $85,024-84.9% | $70,544-81.8% | $139,466-90.8% |
| Participation rate | 36.4% | 73.9%-37.5pp | 68.4%-32.0pp | 80.3%-44.0pp |
| Annual return | 97.80% | 30.39%+67.4pp | 32.79%+65.0pp | 373.66%-275.9pp |
| Employer contribution / active EE | $980 | $3,912-74.9% | $2,976-67.1% | $4,754-79.4% |
| Participant deferral / active EE | $2,039 | $5,891-65.4% | $4,568-55.4% | $6,712-69.6% |
| Admin fee / account holder | $4,087 | $8,928-54.2% | $6,427-36.4% | $11,409-64.2% |