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 | $62,689 | $115,814-45.9% | $101,275-38.1% | $158,982-60.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 10.49% | 56.16%-45.7pp | 46.48%-36.0pp | 302.99%-292.5pp |
| Employer contribution / active EE | $2,952 | $4,176-29.3% | $3,660-19.4% | $4,763-38.0% |
| Participant deferral / active EE | $8,891 | $4,958+79.3% | $4,371+103.4% | $5,983+48.6% |
| Admin fee / account holder | $18,835 | $7,249+159.8% | $5,948+216.7% | $11,252+67.4% |