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 | $68,214 | $28,624+138.3% | $53,647+27.2% | $82,637-17.5% |
| Participation rate | 31.6% | 47.3%-15.7pp | 56.3%-24.7pp | 68.1%-36.5pp |
| Annual return | 24.92% | 664.98%-640.1pp | 358.33%-333.4pp | 53.51%-28.6pp |
| Employer contribution / active EE | $587 | $637-7.8% | $962-39.0% | $2,552-77.0% |
| Participant deferral / active EE | $1,904 | $1,196+59.2% | $1,813+5.0% | $4,126-53.8% |
| Admin fee / account holder | $1,882 | $2,022-6.9% | $2,460-23.5% | $7,339-74.4% |