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 | $55,547 | $57,330-3.1% | $86,656-35.9% | $75,177-26.1% |
| Participation rate | 63.2% | 63.2%0pp | 71.7%-8.5pp | 67.2%-4.0pp |
| Annual return | 16.90% | 2675.40%-2658.5pp | 593.09%-576.2pp | 160.75%-143.9pp |
| Employer contribution / active EE | $2,966 | $2,316+28.0% | $3,025-2.0% | $2,671+11.0% |
| Participant deferral / active EE | $5,633 | $3,320+69.7% | $4,439+26.9% | $4,126+36.5% |
| Admin fee / account holder | $790 | $4,115-80.8% | $5,619-85.9% | $5,651-86.0% |