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 | $17,932 | $55,446-67.7% | $155,574-88.5% | $74,429-75.9% |
| Participation rate | 23.2% | 61.9%-38.7pp | 78.2%-55.0pp | 67.2%-44.0pp |
| Annual return | 11.37% | 269.20%-257.8pp | 64.87%-53.5pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $890 | $2,266-60.7% | $4,676-81.0% | $2,625-66.1% |
| Participant deferral / active EE | $1,450 | $2,836-48.9% | $5,629-74.2% | $4,348-66.7% |
| Admin fee / account holder | $6,277 | $1,743+260.1% | $15,914-60.6% | $1,944+222.8% |