Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $54,336 | $175,257-69.0% | $149,717-63.7% | $139,456-61.0% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 20.17% | 166.70%-146.5pp | 134.41%-114.2pp | 373.45%-353.3pp |
| Employer contribution / active EE | $1,704 | $5,477-68.9% | $4,820-64.6% | $4,753-64.2% |
| Participant deferral / active EE | $7,983 | $6,521+22.4% | $5,682+40.5% | $6,711+18.9% |
| Admin fee / account holder | $484 | $16,156-97.0% | $13,213-96.3% | $11,407-95.8% |