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 | $46,763 | $105,200-55.5% | $159,474-70.7% | $85,847-45.5% |
| Participation rate | 61.1% | 75.8%-14.7pp | 82.8%-21.7pp | 69.3%-8.2pp |
| Annual return | 18.82% | 45.08%-26.3pp | 263.68%-244.9pp | 318.61%-299.8pp |
| Employer contribution / active EE | $2,435 | $3,319-26.6% | $4,831-49.6% | $2,565-5.1% |
| Participant deferral / active EE | $5,457 | $5,946-8.2% | $7,353-25.8% | $3,952+38.1% |
| Admin fee / account holder | $1,176 | $6,934-83.0% | $10,802-89.1% | $6,261-81.2% |