Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $35,825 | $117,444-69.5% | $99,479-64.0% | $152,909-76.6% |
| Participation rate | 55.6% | 77.5%-22.0pp | 73.8%-18.3pp | 82.5%-26.9pp |
| Annual return | 85.12% | 31.87%+53.2pp | 30.72%+54.4pp | 345.46%-260.3pp |
| Employer contribution / active EE | $1,258 | $3,014-58.3% | $2,540-50.5% | $4,764-73.6% |
| Participant deferral / active EE | $6,691 | $4,086+63.7% | $3,619+84.9% | $5,851+14.4% |
| Admin fee / account holder | $644 | $7,635-91.6% | $6,253-89.7% | $11,601-94.4% |