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 | $42,086 | $58,234-27.7% | $81,783-48.5% | $80,874-48.0% |
| Participation rate | 61.4% | 63.4%-2.1pp | 72.4%-11.0pp | 67.6%-6.3pp |
| Annual return | 14.91% | 41.70%-26.8pp | 775.05%-760.1pp | 35.62%-20.7pp |
| Employer contribution / active EE | $1,874 | $2,341-19.9% | $2,913-35.6% | $2,756-32.0% |
| Participant deferral / active EE | $4,156 | $3,283+26.6% | $4,320-3.8% | $4,297-3.3% |
| Admin fee / account holder | $19,763 | $4,982+296.7% | $7,380+167.8% | $6,935+185.0% |