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 | $95,135 | $106,923-11.0% | $84,023+13.2% | $152,909-37.8% |
| Participation rate | 33.3% | 75.3%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 8.68% | 105.02%-96.3pp | 71.32%-62.6pp | 345.46%-336.8pp |
| Employer contribution / active EE | $2,106 | $2,735-23.0% | $1,984+6.2% | $4,764-55.8% |
| Participant deferral / active EE | $14,133 | $4,013+252.2% | $3,239+336.3% | $5,851+141.5% |
| Admin fee / account holder | $69,115 | $8,289+733.8% | $6,102+1032.7% | $11,601+495.8% |