Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,598 | $81,763-82.1% | $58,561-75.1% | $139,466-89.5% |
| Participation rate | 13.0% | 61.3%-48.3pp | 50.9%-37.8pp | 80.3%-67.3pp |
| Annual return | 20.53% | 7427.77%-7407.2pp | 4251.33%-4230.8pp | 373.66%-353.1pp |
| Employer contribution / active EE | $195 | $1,398-86.1% | $1,053-81.5% | $4,754-95.9% |
| Participant deferral / active EE | $1,101 | $2,555-56.9% | $1,923-42.7% | $6,712-83.6% |
| Admin fee / account holder | $4,224 | $3,273+29.0% | $2,520+67.6% | $11,409-63.0% |