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 | $26,148 | $65,434-60.0% | $98,483-73.4% | $85,847-69.5% |
| Participation rate | 69.6% | 65.0%+4.5pp | 73.3%-3.8pp | 69.3%+0.2pp |
| Annual return | 12.66% | 21.75%-9.1pp | 1494.38%-1481.7pp | 318.61%-305.9pp |
| Employer contribution / active EE | $262 | $2,169-87.9% | $2,961-91.1% | $2,565-89.8% |
| Participant deferral / active EE | $4,559 | $3,168+43.9% | $4,276+6.6% | $3,952+15.4% |
| Admin fee / account holder | $1,779 | $4,595-61.3% | $5,953-70.1% | $6,261-71.6% |