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 | $63,006 | $138,114-54.4% | $125,391-49.8% | $134,545-53.2% |
| Participation rate | 68.2% | 84.5%-16.3pp | 82.4%-14.2pp | 81.2%-13.1pp |
| Annual return | -12.96% | 750.88%-763.8pp | 572.41%-585.4pp | 418.37%-431.3pp |
| Employer contribution / active EE | $1,890 | $5,246-64.0% | $4,816-60.8% | $4,742-60.1% |
| Participant deferral / active EE | $3,890 | $7,801-50.1% | $7,448-47.8% | $6,401-39.2% |
| Admin fee / account holder | $752 | $11,570-93.5% | $10,009-92.5% | $11,431-93.4% |