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 | $51,711 | $59,456-13.0% | $93,681-44.8% | $74,400-30.5% |
| Participation rate | 33.2% | 59.6%-26.5pp | 68.7%-35.5pp | 67.2%-34.0pp |
| Annual return | 11.28% | 82.00%-70.7pp | 133.47%-122.2pp | 1367.51%-1356.2pp |
| Employer contribution / active EE | $656 | $1,266-48.1% | $2,422-72.9% | $2,624-75.0% |
| Participant deferral / active EE | $1,375 | $3,052-54.9% | $4,415-68.9% | $4,348-68.4% |
| Admin fee / account holder | $2,250 | $3,026-25.6% | $8,290-72.9% | $1,944+15.8% |