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 | $59,288 | $101,499-41.6% | $147,005-59.7% | $74,546-20.5% |
| Participation rate | 53.5% | 75.5%-22.0pp | 82.2%-28.6pp | 67.2%-13.7pp |
| Annual return | 21.66% | 8732.34%-8710.7pp | 418.76%-397.1pp | 1366.03%-1344.4pp |
| Employer contribution / active EE | $1,159 | $3,811-69.6% | $4,934-76.5% | $2,624-55.9% |
| Participant deferral / active EE | $3,522 | $7,304-51.8% | $8,070-56.4% | $4,347-19.0% |
| Admin fee / account holder | $1,349 | $1,748-22.8% | $13,006-89.6% | $1,944-30.6% |