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 | $105,845 | $117,895-10.2% | $102,460+3.3% | $145,897-27.5% |
| Participation rate | 56.3% | 78.6%-22.4pp | 76.5%-20.3pp | 80.3%-24.1pp |
| Annual return | 9.50% | 31.92%-22.4pp | 29.47%-20.0pp | 552.29%-542.8pp |
| Employer contribution / active EE | $1,967 | $3,619-45.7% | $3,025-35.0% | $4,663-57.8% |
| Participant deferral / active EE | $6,931 | $5,736+20.8% | $5,056+37.1% | $6,689+3.6% |
| Admin fee / account holder | $42,596 | $13,353+219.0% | $9,460+350.3% | $13,390+218.1% |