Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $40,904 | $96,361-57.6% | $80,607-49.3% | $139,456-70.7% |
| Participation rate | 58.8% | 73.6%-14.8pp | 67.0%-8.2pp | 80.3%-21.5pp |
| Annual return | 18.05% | 1350.95%-1332.9pp | 936.11%-918.1pp | 373.45%-355.4pp |
| Employer contribution / active EE | $1,768 | $3,262-45.8% | $2,724-35.1% | $4,753-62.8% |
| Participant deferral / active EE | $2,332 | $5,232-55.4% | $4,448-47.6% | $6,711-65.3% |
| Admin fee / account holder | $2,763 | $6,601-58.1% | $5,379-48.6% | $11,407-75.8% |