Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $30,628 | $108,911-71.9% | $100,392-69.5% | $145,884-79.0% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 15.21% | 58.23%-43.0pp | 49.45%-34.2pp | 551.85%-536.6pp |
| Employer contribution / active EE | $1,446 | $4,420-67.3% | $3,941-63.3% | $4,662-69.0% |
| Participant deferral / active EE | $2,388 | $8,459-71.8% | $8,090-70.5% | $6,690-64.3% |
| Admin fee / account holder | $308 | $9,698-96.8% | $7,904-96.1% | $13,392-97.7% |