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 | $30,629 | $72,071-57.5% | $68,368-55.2% | $137,256-77.7% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.0%-25.4pp |
| Annual return | 21.69% | 353.14%-331.5pp | 292.57%-270.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,626 | $2,788-41.7% | $2,649-38.6% | $4,156-60.9% |
| Participant deferral / active EE | $3,319 | $4,410-24.7% | $4,123-19.5% | $6,407-48.2% |
| Admin fee / account holder | $481 | $5,336-91.0% | $5,150-90.7% | $12,270-96.1% |