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 | $36,957 | $111,785-66.9% | $93,669-60.5% | $145,877-74.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 14.16% | 203.79%-189.6pp | 133.59%-119.4pp | 551.28%-537.1pp |
| Employer contribution / active EE | $2,315 | $3,096-25.2% | $2,424-4.5% | $4,663-50.3% |
| Participant deferral / active EE | $6,740 | $4,919+37.0% | $4,416+52.6% | $6,691+0.7% |
| Admin fee / account holder | $1,365 | $10,256-86.7% | $8,291-83.5% | $13,402-89.8% |