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 | $61,705 | $90,320-31.7% | $59,496+3.7% | $125,389-50.8% |
| Participation rate | 33.3% | 68.3%-35.0pp | 54.6%-21.2pp | 83.2%-49.9pp |
| Annual return | 13.90% | 369.13%-355.2pp | 182.05%-168.2pp | 282.24%-268.3pp |
| Employer contribution / active EE | $560 | $1,792-68.8% | $1,153-51.5% | $4,866-88.5% |
| Participant deferral / active EE | $3,575 | $2,716+31.6% | $1,829+95.4% | $5,352-33.2% |
| Admin fee / account holder | $607 | $3,063-80.2% | $2,232-72.8% | $9,541-93.6% |