Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $44,780 | $29,716+50.7% | $56,077-20.1% | $80,925-44.7% |
| Participation rate | 36.4% | 41.7%-5.3pp | 52.5%-16.1pp | 67.7%-31.3pp |
| Annual return | 364.46% | 35.30%+329.2pp | 1709.28%-1344.8pp | 35.65%+328.8pp |
| Employer contribution / active EE | $580 | $671-13.6% | $1,040-44.2% | $2,756-79.0% |
| Participant deferral / active EE | $1,319 | $1,228+7.4% | $1,954-32.5% | $4,299-69.3% |
| Admin fee / account holder | $1,380 | $2,432-43.2% | $2,825-51.1% | $6,940-80.1% |