Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $47,021 | $34,932+34.6% | $56,441-16.7% | $74,546-36.9% |
| Participation rate | 23.6% | 32.9%-9.3pp | 52.5%-28.9pp | 67.2%-43.6pp |
| Annual return | 22.21% | 24.90%-2.7pp | 1704.21%-1682.0pp | 1366.03%-1343.8pp |
| Employer contribution / active EE | $135 | $608-77.7% | $1,039-87.0% | $2,624-94.8% |
| Participant deferral / active EE | $944 | $1,173-19.5% | $1,953-51.6% | $4,347-78.3% |
| Admin fee / account holder | $6,803 | $2,359+188.3% | $2,829+140.5% | $1,944+250.0% |