Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $62,536 | $102,663-39.1% | $86,216-27.5% | $139,466-55.2% |
| Participation rate | 44.4% | 74.5%-30.1pp | 69.0%-24.5pp | 80.3%-35.9pp |
| Annual return | 14.75% | 1924.52%-1909.8pp | 1169.42%-1154.7pp | 373.66%-358.9pp |
| Employer contribution / active EE | $1,954 | $3,035-35.6% | $2,382-17.9% | $4,754-58.9% |
| Participant deferral / active EE | $5,224 | $4,677+11.7% | $3,986+31.0% | $6,712-22.2% |
| Admin fee / account holder | $24,956 | $8,663+188.1% | $6,853+264.1% | $11,409+118.7% |