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 | $29,369 | $116,434-74.8% | $65,583-55.2% | $139,487-78.9% |
| Participation rate | 31.3% | 67.9%-36.6pp | 65.0%-33.7pp | 80.3%-49.1pp |
| Annual return | 20.08% | 31.34%-11.3pp | 47.46%-27.4pp | 373.84%-353.8pp |
| Employer contribution / active EE | $863 | $2,602-66.8% | $1,692-49.0% | $4,755-81.9% |
| Participant deferral / active EE | $2,303 | $4,245-45.7% | $2,833-18.7% | $6,713-65.7% |
| Admin fee / account holder | $591 | $6,696-91.2% | $4,112-85.6% | $11,407-94.8% |