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 | $39,056 | $223,823-82.6% | $211,142-81.5% | $154,746-74.8% |
| Participation rate | 0.0% | 87.9%-87.9pp | 87.3%-87.3pp | 80.7%-80.7pp |
| Annual return | 33.41% | 50.39%-17.0pp | 46.84%-13.4pp | 172.34%-138.9pp |
| Employer contribution / active EE | $486,618 | $6,787+7070.3% | $6,442+7453.6% | $4,379+11012.4% |
| Participant deferral / active EE | $205,067 | $9,750+2003.2% | $9,284+2108.8% | $6,730+2946.9% |
| Admin fee / account holder | $304,195 | $19,707+1443.6% | $19,076+1494.7% | $14,365+2017.6% |