Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $47,461 | $110,093-56.9% | $97,295-51.2% | $145,897-67.5% |
| Participation rate | 58.3% | 75.9%-17.6pp | 72.7%-14.3pp | 80.3%-22.0pp |
| Annual return | 12.21% | 244.76%-232.5pp | 75.62%-63.4pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,778 | $3,077-42.2% | $2,723-34.7% | $4,663-61.9% |
| Participant deferral / active EE | $2,438 | $4,678-47.9% | $4,264-42.8% | $6,689-63.6% |
| Admin fee / account holder | $649 | $6,212-89.6% | $5,646-88.5% | $13,390-95.2% |