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 | $32,515 | $64,705-49.7% | $62,929-48.3% | $67,986-52.2% |
| Participation rate | 18.4% | 65.6%-47.2pp | 73.1%-54.7pp | 57.2%-38.8pp |
| Annual return | 19.68% | 20.31%-0.6pp | 1063.93%-1044.2pp | 31.67%-12.0pp |
| Employer contribution / active EE | $839 | $2,376-64.7% | $2,505-66.5% | $2,019-58.5% |
| Participant deferral / active EE | $2,189 | $3,198-31.6% | $3,888-43.7% | $3,358-34.8% |
| Admin fee / account holder | $11,022 | $1,428+671.8% | $5,065+117.6% | $3,203+244.1% |