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 | $61,934 | $100,938-38.6% | $90,461-31.5% | $158,982-61.0% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.7%-36.3pp | 82.0%-45.6pp |
| Annual return | 16.04% | 1727.20%-1711.2pp | 1294.76%-1278.7pp | 302.99%-287.0pp |
| Employer contribution / active EE | $579 | $3,691-84.3% | $3,264-82.2% | $4,763-87.8% |
| Participant deferral / active EE | $3,283 | $4,350-24.5% | $3,964-17.2% | $5,983-45.1% |
| Admin fee / account holder | $740 | $6,510-88.6% | $5,617-86.8% | $11,252-93.4% |