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 | $29,509 | $48,327-38.9% | $67,575-56.3% | $80,935-63.5% |
| Participation rate | 43.9% | 66.4%-22.5pp | 72.9%-29.0pp | 67.7%-23.8pp |
| Annual return | 20.34% | 18.31%+2.0pp | 3528.98%-3508.6pp | 35.66%-15.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,645 | $2,927-9.6% | $4,003-33.9% | $4,299-38.5% |
| Admin fee / account holder | $612 | $3,692-83.4% | $3,993-84.7% | $6,924-91.2% |