Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $30,753 | $110,093-72.1% | $97,295-68.4% | $145,897-78.9% |
| Participation rate | 53.3% | 75.9%-22.6pp | 72.7%-19.3pp | 80.3%-27.0pp |
| Annual return | 17.79% | 244.76%-227.0pp | 75.62%-57.8pp | 552.29%-534.5pp |
| Employer contribution / active EE | $1,626 | $3,077-47.2% | $2,723-40.3% | $4,663-65.1% |
| Participant deferral / active EE | $3,929 | $4,678-16.0% | $4,264-7.9% | $6,689-41.3% |
| Admin fee / account holder | $4,212 | $6,212-32.2% | $5,646-25.4% | $13,390-68.5% |