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 | $33,555 | $100,895-66.7% | $90,430-62.9% | $158,950-78.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 16.37% | 1725.54%-1709.2pp | 1293.73%-1277.4pp | 302.91%-286.5pp |
| Employer contribution / active EE | $1,515 | $3,689-58.9% | $3,262-53.5% | $4,762-68.2% |
| Participant deferral / active EE | $4,900 | $4,347+12.7% | $3,963+23.6% | $5,983-18.1% |
| Admin fee / account holder | $408 | $6,505-93.7% | $5,613-92.7% | $11,248-96.4% |