Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,548 | $59,456-45.3% | $93,669-65.3% | $74,429-56.3% |
| Participation rate | 45.9% | 59.6%-13.7pp | 68.7%-22.8pp | 67.2%-21.3pp |
| Annual return | 11.46% | 82.00%-70.5pp | 133.59%-122.1pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $1,121 | $1,266-11.4% | $2,424-53.7% | $2,625-57.3% |
| Participant deferral / active EE | $2,603 | $3,052-14.7% | $4,416-41.1% | $4,348-40.1% |
| Admin fee / account holder | $1,066 | $3,026-64.8% | $8,291-87.1% | $1,944-45.2% |