Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $22,545 | $55,437-59.3% | $155,534-85.5% | $74,459-69.7% |
| Participation rate | 47.2% | 61.9%-14.7pp | 78.2%-31.0pp | 67.2%-20.0pp |
| Annual return | 16.66% | 269.58%-252.9pp | 64.92%-48.3pp | 1369.70%-1353.0pp |
| Employer contribution / active EE | $1,225 | $2,266-45.9% | $4,675-73.8% | $2,626-53.3% |
| Participant deferral / active EE | $3,188 | $2,837+12.4% | $5,630-43.4% | $4,350-26.7% |
| Admin fee / account holder | $1,515 | $1,742-13.1% | $15,900-90.5% | $1,945-22.1% |