Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,394 | $100,073-88.6% | $85,126-86.6% | $145,877-92.2% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 18.48% | 84.11%-65.6pp | 66.63%-48.2pp | 551.28%-532.8pp |
| Employer contribution / active EE | $2,052 | $3,236-36.6% | $2,731-24.9% | $4,663-56.0% |
| Participant deferral / active EE | $2,817 | $5,294-46.8% | $4,523-37.7% | $6,691-57.9% |
| Admin fee / account holder | $1,141 | $7,261-84.3% | $6,160-81.5% | $13,402-91.5% |