Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,073 | $110,551-90.0% | $80,741-86.3% | $167,536-93.4% |
| Participation rate | 22.2% | 64.0%-41.7pp | 54.2%-31.9pp | 82.1%-59.9pp |
| Annual return | 13.76% | 120.57%-106.8pp | 87.30%-73.5pp | 478.82%-465.1pp |
| Employer contribution / active EE | $287 | $1,543-81.4% | $1,160-75.3% | $4,839-94.1% |
| Participant deferral / active EE | $673 | $2,870-76.6% | $2,145-68.6% | $6,342-89.4% |
| Admin fee / account holder | $960 | $4,547-78.9% | $3,380-71.6% | $12,315-92.2% |