Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $37,440 | $107,368-65.1% | $92,915-59.7% | $152,909-75.5% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 27.72% | 145.64%-117.9pp | 109.45%-81.7pp | 345.46%-317.7pp |
| Employer contribution / active EE | $1,375 | $4,222-67.4% | $3,653-62.4% | $4,764-71.1% |
| Participant deferral / active EE | $6,239 | $4,848+28.7% | $4,238+47.2% | $5,851+6.6% |
| Admin fee / account holder | $527 | $7,082-92.6% | $5,796-90.9% | $11,601-95.5% |