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 | $49,716 | $81,668-39.1% | $58,507-15.0% | $139,487-64.4% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 144.51% | 7430.07%-7285.6pp | 4252.32%-4107.8pp | 373.84%-229.3pp |
| Employer contribution / active EE | $269 | $1,398-80.7% | $1,053-74.4% | $4,755-94.3% |
| Participant deferral / active EE | $2,212 | $2,554-13.4% | $1,922+15.1% | $6,713-67.0% |
| Admin fee / account holder | $1,628 | $3,212-49.3% | $2,486-34.5% | $11,407-85.7% |