Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,850 | $88,778-91.2% | $81,844-90.4% | $145,884-94.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 9.56% | 1033.03%-1023.5pp | 778.87%-769.3pp | 551.85%-542.3pp |
| Employer contribution / active EE | $6,776 | $3,087+119.5% | $2,916+132.3% | $4,662+45.3% |
| Participant deferral / active EE | $25,779 | $4,648+454.6% | $4,323+496.3% | $6,690+285.4% |
| Admin fee / account holder | $114,639 | $8,430+1259.9% | $7,355+1458.6% | $13,392+756.0% |