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 | $39,399 | $65,555-39.9% | $86,216-54.3% | $75,173-47.6% |
| Participation rate | 57.0% | 60.5%-3.5pp | 69.0%-12.0pp | 67.2%-10.2pp |
| Annual return | 17.96% | 46.07%-28.1pp | 1169.42%-1151.5pp | 160.72%-142.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,103 | $3,023+2.7% | $3,986-22.1% | $4,126-24.8% |
| Admin fee / account holder | $2,068 | $5,469-62.2% | $6,853-69.8% | $5,651-63.4% |