Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,959 | $55,446-46.0% | $155,574-80.7% | $74,429-59.7% |
| Participation rate | 35.6% | 61.9%-26.3pp | 78.2%-42.6pp | 67.2%-31.6pp |
| Annual return | 35.01% | 269.20%-234.2pp | 64.87%-29.9pp | 1368.38%-1333.4pp |
| Employer contribution / active EE | $978 | $2,266-56.8% | $4,676-79.1% | $2,625-62.7% |
| Participant deferral / active EE | $1,431 | $2,836-49.5% | $5,629-74.6% | $4,348-67.1% |
| Admin fee / account holder | $4,219 | $1,743+142.1% | $15,914-73.5% | $1,944+117.0% |