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 | $28,888 | $80,731-64.2% | $103,378-72.1% | $74,400-61.2% |
| Participation rate | 43.9% | 65.7%-21.7pp | 74.5%-30.6pp | 67.2%-23.3pp |
| Annual return | 22.57% | 27.56%-5.0pp | 24.91%-2.3pp | 1367.51%-1344.9pp |
| Employer contribution / active EE | $1,378 | $3,159-56.4% | $3,870-64.4% | $2,624-47.5% |
| Participant deferral / active EE | $2,599 | $3,862-32.7% | $5,058-48.6% | $4,348-40.2% |
| Admin fee / account holder | $928 | $2,369-60.9% | $8,401-89.0% | $1,944-52.3% |