Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $165,580 | $176,794-6.3% | $146,647+12.9% | $167,553-1.2% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 12.93% | 24.04%-11.1pp | 22.75%-9.8pp | 478.89%-466.0pp |
| Employer contribution / active EE | $1,380 | $5,161-73.3% | $4,137-66.6% | $4,840-71.5% |
| Participant deferral / active EE | $3,110 | $6,440-51.7% | $5,506-43.5% | $6,343-51.0% |
| Admin fee / account holder | $1,529 | $13,262-88.5% | $10,281-85.1% | $12,316-87.6% |