Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,153 | $30,423-76.5% | $56,025-87.2% | $74,478-90.4% |
| Participation rate | 53.6% | 32.9%+20.7pp | 52.5%+1.1pp | 67.2%-13.6pp |
| Annual return | 15.02% | 24.97%-10.0pp | 1712.69%-1697.7pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $390 | $610-36.2% | $1,042-62.6% | $2,626-85.2% |
| Participant deferral / active EE | $669 | $1,176-43.1% | $1,955-65.8% | $4,350-84.6% |
| Admin fee / account holder | $348 | $2,363-85.3% | $2,828-87.7% | $1,946-82.1% |