Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $35,158 | $65,434-46.3% | $98,483-64.3% | $85,847-59.0% |
| Participation rate | 68.8% | 65.0%+3.7pp | 73.3%-4.6pp | 69.3%-0.6pp |
| Annual return | 17.33% | 21.75%-4.4pp | 1494.38%-1477.1pp | 318.61%-301.3pp |
| Employer contribution / active EE | $1,839 | $2,169-15.2% | $2,961-37.9% | $2,565-28.3% |
| Participant deferral / active EE | $1,460 | $3,168-53.9% | $4,276-65.9% | $3,952-63.1% |
| Admin fee / account holder | $5,951 | $4,595+29.5% | $5,9530% | $6,261-5.0% |