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 | $76,438 | $102,429-25.4% | $147,096-48.0% | $80,925-5.5% |
| Participation rate | 64.3% | 75.9%-11.6pp | 82.2%-17.9pp | 67.7%-3.4pp |
| Annual return | 20.24% | 135.02%-114.8pp | 419.75%-399.5pp | 35.65%-15.4pp |
| Employer contribution / active EE | $2,208 | $3,716-40.6% | $4,936-55.3% | $2,756-19.9% |
| Participant deferral / active EE | $5,666 | $6,649-14.8% | $8,071-29.8% | $4,299+31.8% |
| Admin fee / account holder | $830 | $7,957-89.6% | $13,005-93.6% | $6,940-88.0% |