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 | $55,667 | $53,063+4.9% | $124,206-55.2% | $82,637-32.6% |
| Participation rate | 42.3% | 58.4%-16.1pp | 69.6%-27.3pp | 68.1%-25.7pp |
| Annual return | 16.21% | 68.87%-52.7pp | 515.27%-499.1pp | 53.51%-37.3pp |
| Employer contribution / active EE | $3,246 | $1,530+112.1% | $3,540-8.3% | $2,552+27.2% |
| Participant deferral / active EE | $5,684 | $2,644+115.0% | $3,968+43.3% | $4,126+37.8% |
| Admin fee / account holder | $3,124 | $4,281-27.0% | $5,929-47.3% | $7,339-57.4% |