Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $27,369 | $65,434-58.2% | $98,483-72.2% | $85,847-68.1% |
| Participation rate | 38.3% | 65.0%-26.7pp | 73.3%-35.0pp | 69.3%-31.0pp |
| Annual return | 17.49% | 21.75%-4.3pp | 1494.38%-1476.9pp | 318.61%-301.1pp |
| Employer contribution / active EE | $741 | $2,169-65.8% | $2,961-75.0% | $2,565-71.1% |
| Participant deferral / active EE | $1,196 | $3,168-62.2% | $4,276-72.0% | $3,952-69.7% |
| Admin fee / account holder | $3,702 | $4,595-19.4% | $5,953-37.8% | $6,261-40.9% |