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 | $18,033 | $76,608-76.5% | $56,077-67.8% | $145,877-87.6% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 13.71% | 3009.59%-2995.9pp | 1709.28%-1695.6pp | 551.28%-537.6pp |
| Employer contribution / active EE | $2,609 | $1,382+88.9% | $1,040+150.8% | $4,663-44.0% |
| Participant deferral / active EE | $7,285 | $2,624+177.6% | $1,954+272.8% | $6,691+8.9% |
| Admin fee / account holder | $1,015 | $3,325-69.5% | $2,825-64.1% | $13,402-92.4% |