Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $18,743 | $29,319-36.1% | $52,425-64.2% | $82,448-77.3% |
| Participation rate | 48.4% | 46.9%+1.5pp | 55.6%-7.2pp | 68.1%-19.7pp |
| Annual return | 78.79% | 535.20%-456.4pp | 302.12%-223.3pp | 41.64%+37.1pp |
| Employer contribution / active EE | $648 | $586+10.5% | $914-29.1% | $2,551-74.6% |
| Participant deferral / active EE | $2,356 | $1,171+101.1% | $1,790+31.6% | $4,139-43.1% |
| Admin fee / account holder | $530 | $1,962-73.0% | $2,495-78.7% | $7,234-92.7% |