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 | $107,837 | $115,917-7.0% | $100,535+7.3% | $158,982-32.2% |
| Participation rate | 63.2% | 81.6%-18.4pp | 79.4%-16.3pp | 82.0%-18.8pp |
| Annual return | 9.23% | 34.80%-25.6pp | 30.90%-21.7pp | 302.99%-293.8pp |
| Employer contribution / active EE | $1,377 | $4,105-66.5% | $3,419-59.7% | $4,763-71.1% |
| Participant deferral / active EE | $2,040 | $6,677-69.4% | $6,271-67.5% | $5,983-65.9% |
| Admin fee / account holder | $46,570 | $11,002+323.3% | $8,085+476.0% | $11,252+313.9% |