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 | $51,875 | $125,778-58.8% | $114,563-54.7% | $154,746-66.5% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.9%-9.3pp | 80.7%-17.1pp |
| Annual return | 16.26% | 295.14%-278.9pp | 241.09%-224.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,495 | $4,445+158.6% | $4,142+177.5% | $6,730+70.8% |
| Admin fee / account holder | $24,359 | $8,190+197.4% | $7,623+219.5% | $14,365+69.6% |