Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,539 | $59,448-50.3% | $93,696-68.5% | $74,459-60.3% |
| Participation rate | 35.5% | 59.6%-24.1pp | 68.7%-33.2pp | 67.2%-31.7pp |
| Annual return | 36.71% | 82.11%-45.4pp | 133.74%-97.0pp | 1369.70%-1333.0pp |
| Employer contribution / active EE | $1,253 | $1,266-1.0% | $2,422-48.2% | $2,626-52.3% |
| Participant deferral / active EE | $1,700 | $3,052-44.3% | $4,417-61.5% | $4,350-60.9% |
| Admin fee / account holder | $2,537 | $3,027-16.2% | $8,287-69.4% | $1,945+30.4% |