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 | $102,426 | $102,3850% | $147,080-30.4% | $80,935+26.6% |
| Participation rate | 48.6% | 75.9%-27.3pp | 82.2%-33.6pp | 67.7%-19.1pp |
| Annual return | 23.42% | 135.09%-111.7pp | 420.17%-396.8pp | 35.66%-12.2pp |
| Employer contribution / active EE | $1,817 | $3,717-51.1% | $4,933-63.2% | $2,757-34.1% |
| Participant deferral / active EE | $4,934 | $6,651-25.8% | $8,066-38.8% | $4,299+14.8% |
| Admin fee / account holder | $1,457 | $7,951-81.7% | $12,989-88.8% | $6,924-79.0% |