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 | $30,415 | $99,009-69.3% | $86,581-64.9% | $147,585-79.4% |
| Participation rate | 61.5% | 76.3%-14.8pp | 73.5%-12.0pp | 82.8%-21.3pp |
| Annual return | 23.47% | 1312.70%-1289.2pp | 965.06%-941.6pp | 578.58%-555.1pp |
| Employer contribution / active EE | $772 | $3,132-75.4% | $2,840-72.8% | $4,876-84.2% |
| Participant deferral / active EE | $3,560 | $3,972-10.4% | $3,609-1.3% | $5,439-34.5% |
| Admin fee / account holder | $1,772 | $5,709-69.0% | $4,904-63.9% | $10,886-83.7% |