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 | $82,418 | $57,330+43.8% | $86,656-4.9% | $75,177+9.6% |
| Participation rate | 66.0% | 63.2%+2.8pp | 71.7%-5.7pp | 67.2%-1.2pp |
| Annual return | 17.39% | 2675.40%-2658.0pp | 593.09%-575.7pp | 160.75%-143.4pp |
| Employer contribution / active EE | $1,536 | $2,316-33.7% | $3,025-49.2% | $2,671-42.5% |
| Participant deferral / active EE | $4,621 | $3,320+39.2% | $4,439+4.1% | $4,126+12.0% |
| Admin fee / account holder | $1,504 | $4,115-63.5% | $5,619-73.2% | $5,651-73.4% |