Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $36,704 | $160,040-77.1% | $147,096-75.0% | $145,877-74.8% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 22.76% | 98.49%-75.7pp | 419.75%-397.0pp | 551.28%-528.5pp |
| Employer contribution / active EE | $1,289 | $5,289-75.6% | $4,936-73.9% | $4,663-72.4% |
| Participant deferral / active EE | $2,682 | $8,429-68.2% | $8,071-66.8% | $6,691-59.9% |
| Admin fee / account holder | $7,705 | $15,050-48.8% | $13,005-40.8% | $13,402-42.5% |