Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $136,418 | $160,028-14.8% | $147,080-7.2% | $145,884-6.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 21.63% | 98.60%-77.0pp | 420.17%-398.5pp | 551.85%-530.2pp |
| Employer contribution / active EE | $1,084 | $5,286-79.5% | $4,933-78.0% | $4,662-76.8% |
| Participant deferral / active EE | $12,402 | $8,422+47.3% | $8,066+53.7% | $6,690+85.4% |
| Admin fee / account holder | $653 | $15,030-95.7% | $12,989-95.0% | $13,392-95.1% |