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 | $52,724 | $102,422-48.5% | $147,117-64.2% | $80,959-34.9% |
| Participation rate | 51.4% | 75.9%-24.4pp | 82.2%-30.8pp | 67.7%-16.2pp |
| Annual return | 13.80% | 135.16%-121.4pp | 420.54%-406.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,692 | $3,717-54.5% | $4,932-65.7% | $2,757-38.6% |
| Participant deferral / active EE | $5,182 | $6,652-22.1% | $8,065-35.7% | $4,300+20.5% |
| Admin fee / account holder | $17,853 | $7,953+124.5% | $12,993+37.4% | $6,925+157.8% |