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 | $39,157 | $90,691-56.8% | $76,119-48.6% | $145,884-73.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 14.90% | 624.52%-609.6pp | 361.25%-346.3pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,283 | $3,329-61.4% | $2,693-52.3% | $4,662-72.5% |
| Participant deferral / active EE | $3,850 | $5,167-25.5% | $4,259-9.6% | $6,690-42.4% |
| Admin fee / account holder | $504 | $8,383-94.0% | $6,421-92.2% | $13,392-96.2% |