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 | $8,810 | $29,319-70.0% | $52,425-83.2% | $82,448-89.3% |
| Participation rate | 60.7% | 46.9%+13.9pp | 55.6%+5.1pp | 68.1%-7.4pp |
| Annual return | 28.64% | 535.20%-506.6pp | 302.12%-273.5pp | 41.64%-13.0pp |
| Employer contribution / active EE | $1,026 | $586+75.0% | $914+12.3% | $2,551-59.8% |
| Participant deferral / active EE | $1,801 | $1,171+53.7% | $1,790+0.6% | $4,139-56.5% |
| Admin fee / account holder | $713 | $1,962-63.7% | $2,495-71.4% | $7,234-90.1% |