Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $62,934 | $48,327+30.2% | $67,575-6.9% | $80,935-22.2% |
| Participation rate | 57.7% | 66.4%-8.7pp | 72.9%-15.2pp | 67.7%-10.0pp |
| Annual return | 17.21% | 18.31%-1.1pp | 3528.98%-3511.8pp | 35.66%-18.4pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,081 | $2,927+381.0% | $4,003+251.7% | $4,299+227.5% |
| Admin fee / account holder | $9,130 | $3,692+147.3% | $3,993+128.6% | $6,924+31.8% |