Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,781 | $51,184-57.4% | $66,439-67.2% | $86,983-75.0% |
| Participation rate | 60.0% | 68.5%-8.5pp | 74.5%-14.5pp | 69.5%-9.5pp |
| Annual return | 19.81% | 17.07%+2.7pp | 757.66%-737.8pp | 25.83%-6.0pp |
| Employer contribution / active EE | $814 | $2,023-59.7% | $2,637-69.1% | $2,584-68.5% |
| Participant deferral / active EE | $2,923 | $2,927-0.1% | $3,876-24.6% | $4,194-30.3% |
| Admin fee / account holder | $324 | $4,154-92.2% | $6,173-94.8% | $7,856-95.9% |