Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,120 | $76,519-89.4% | $56,025-85.5% | $145,897-94.4% |
| Participation rate | 23.5% | 63.2%-39.7pp | 52.5%-29.0pp | 80.3%-56.8pp |
| Annual return | 10.04% | 3017.03%-3007.0pp | 1712.69%-1702.6pp | 552.29%-542.3pp |
| Employer contribution / active EE | $403 | $1,383-70.8% | $1,042-61.3% | $4,663-91.4% |
| Participant deferral / active EE | $634 | $2,624-75.9% | $1,955-67.6% | $6,689-90.5% |
| Admin fee / account holder | $2,508 | $3,331-24.7% | $2,828-11.3% | $13,390-81.3% |