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 | $39,952 | $168,635-76.3% | $147,617-72.9% | $125,389-68.1% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -3.04% | 77.65%-80.7pp | 61.98%-65.0pp | 282.24%-285.3pp |
| Employer contribution / active EE | $1,342 | $6,252-78.5% | $5,564-75.9% | $4,866-72.4% |
| Participant deferral / active EE | $2,417 | $5,507-56.1% | $4,895-50.6% | $5,352-54.8% |
| Admin fee / account holder | $1,759 | $13,580-87.0% | $11,612-84.8% | $9,541-81.6% |