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 | $31,059 | $209,422-85.2% | $178,503-82.6% | $158,982-80.5% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 29.93% | 188.81%-158.9pp | 151.12%-121.2pp | 302.99%-273.1pp |
| Employer contribution / active EE | $2,154 | $5,707-62.3% | $5,011-57.0% | $4,763-54.8% |
| Participant deferral / active EE | $3,082 | $5,955-48.3% | $5,202-40.8% | $5,983-48.5% |
| Admin fee / account holder | $583 | $17,079-96.6% | $13,987-95.8% | $11,252-94.8% |