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 | $14,352 | $76,608-81.3% | $56,077-74.4% | $145,877-90.2% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 16.93% | 3009.59%-2992.7pp | 1709.28%-1692.3pp | 551.28%-534.4pp |
| Employer contribution / active EE | $569 | $1,382-58.8% | $1,040-45.3% | $4,663-87.8% |
| Participant deferral / active EE | $1,350 | $2,624-48.6% | $1,954-30.9% | $6,691-79.8% |
| Admin fee / account holder | $700 | $3,325-79.0% | $2,825-75.2% | $13,402-94.8% |