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 | $63,400 | $80,731-21.5% | $103,378-38.7% | $74,400-14.8% |
| Participation rate | 56.3% | 65.7%-9.4pp | 74.5%-18.2pp | 67.2%-10.9pp |
| Annual return | 43.01% | 27.56%+15.5pp | 24.91%+18.1pp | 1367.51%-1324.5pp |
| Employer contribution / active EE | $2,286 | $3,159-27.6% | $3,870-40.9% | $2,624-12.9% |
| Participant deferral / active EE | $5,382 | $3,862+39.4% | $5,058+6.4% | $4,348+23.8% |
| Admin fee / account holder | $3,030 | $2,369+27.9% | $8,401-63.9% | $1,944+55.9% |