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 | $38,369 | $110,337-65.2% | $102,383-62.5% | $145,877-73.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.17% | 24.83%-13.7pp | 24.94%-13.8pp | 551.28%-540.1pp |
| Employer contribution / active EE | $1,095 | $4,216-74.0% | $3,870-71.7% | $4,663-76.5% |
| Participant deferral / active EE | $1,824 | $5,621-67.5% | $5,060-63.9% | $6,691-72.7% |
| Admin fee / account holder | $343 | $9,750-96.5% | $8,391-95.9% | $13,402-97.4% |