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 | $5,703 | $154,754-96.3% | $124,206-95.4% | $138,895-95.9% |
| Participation rate | 42.9% | 75.5%-32.6pp | 69.6%-26.7pp | 79.9%-37.1pp |
| Annual return | 20.05% | 709.28%-689.2pp | 515.27%-495.2pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,312 | $4,446-70.5% | $3,540-62.9% | $4,194-68.7% |
| Participant deferral / active EE | $1,569 | $4,621-66.0% | $3,968-60.5% | $6,396-75.5% |
| Admin fee / account holder | $364 | $6,690-94.6% | $5,929-93.9% | $12,562-97.1% |