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 | $19,291 | $60,139-67.9% | $90,461-78.7% | $79,856-75.8% |
| Participation rate | 59.4% | 65.0%-5.6pp | 72.7%-13.3pp | 69.6%-10.3pp |
| Annual return | 18.99% | 71.96%-53.0pp | 1294.76%-1275.8pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,227 | $2,069-40.7% | $3,264-62.4% | $2,471-50.3% |
| Participant deferral / active EE | $2,341 | $2,939-20.3% | $3,964-40.9% | $3,741-37.4% |
| Admin fee / account holder | $1,133 | $3,978-71.5% | $5,617-79.8% | $5,306-78.7% |