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 | $40,772 | $75,832-46.2% | $147,617-72.4% | $59,633-31.6% |
| Participation rate | 46.3% | 71.6%-25.3pp | 84.6%-38.3pp | 68.7%-22.4pp |
| Annual return | 2.08% | 0.37%+1.7pp | 61.98%-59.9pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $948 | $3,485-72.8% | $5,564-83.0% | $2,203-57.0% |
| Participant deferral / active EE | $890 | $3,131-71.6% | $4,895-81.8% | $3,192-72.1% |
| Admin fee / account holder | $302 | $5,986-95.0% | $11,612-97.4% | $4,297-93.0% |