Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $42,245 | $90,691-53.4% | $76,119-44.5% | $145,884-71.0% |
| Participation rate | 41.2% | 74.5%-33.3pp | 69.1%-27.9pp | 80.3%-39.1pp |
| Annual return | 15.96% | 624.52%-608.6pp | 361.25%-345.3pp | 551.85%-535.9pp |
| Employer contribution / active EE | $2,658 | $3,329-20.2% | $2,693-1.3% | $4,662-43.0% |
| Participant deferral / active EE | $6,922 | $5,167+33.9% | $4,259+62.5% | $6,690+3.5% |
| Admin fee / account holder | $359 | $8,383-95.7% | $6,421-94.4% | $13,392-97.3% |