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 | $42,485 | $85,766-50.5% | $136,298-68.8% | $70,126-39.4% |
| Participation rate | 68.1% | 74.2%-6.0pp | 81.9%-13.8pp | 69.5%-1.4pp |
| Annual return | 22.89% | 31.46%-8.6pp | 5156.27%-5133.4pp | 73.15%-50.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $8,139 | $5,051+61.1% | $6,247+30.3% | $3,332+144.3% |
| Admin fee / account holder | $361 | $5,421-93.3% | $9,244-96.1% | $4,645-92.2% |