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 | $58,421 | $29,716+96.6% | $56,077+4.2% | $80,925-27.8% |
| Participation rate | 22.1% | 41.7%-19.6pp | 52.5%-30.4pp | 67.7%-45.6pp |
| Annual return | 19.91% | 35.30%-15.4pp | 1709.28%-1689.4pp | 35.65%-15.7pp |
| Employer contribution / active EE | $511 | $671-23.9% | $1,040-50.9% | $2,756-81.5% |
| Participant deferral / active EE | $1,216 | $1,228-1.0% | $1,954-37.8% | $4,299-71.7% |
| Admin fee / account holder | $521 | $2,432-78.6% | $2,825-81.5% | $6,940-92.5% |