Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $31,561 | $149,040-78.8% | $120,225-73.7% | $137,256-77.0% |
| Participation rate | 57.1% | 75.4%-18.3pp | 69.6%-12.4pp | 80.0%-22.8pp |
| Annual return | 15.96% | 605.68%-589.7pp | 439.23%-423.3pp | 220.34%-204.4pp |
| Employer contribution / active EE | $496 | $4,350-88.6% | $3,475-85.7% | $4,156-88.1% |
| Participant deferral / active EE | $2,759 | $4,655-40.7% | $3,999-31.0% | $6,407-56.9% |
| Admin fee / account holder | $341 | $6,348-94.6% | $5,696-94.0% | $12,270-97.2% |