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 | $33,979 | $100,911-66.3% | $90,440-62.4% | $158,966-78.6% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.7%-8.4pp | 82.0%-17.7pp |
| Annual return | 13.17% | 1726.62%-1713.4pp | 1294.38%-1281.2pp | 302.95%-289.8pp |
| Employer contribution / active EE | $1,010 | $3,690-72.6% | $3,263-69.1% | $4,762-78.8% |
| Participant deferral / active EE | $910 | $4,348-79.1% | $3,964-77.0% | $5,983-84.8% |
| Admin fee / account holder | $1,218 | $6,507-81.3% | $5,615-78.3% | $11,250-89.2% |