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 | $79,888 | $58,275+37.1% | $81,844-2.4% | $80,935-1.3% |
| Participation rate | 62.3% | 63.5%-1.2pp | 72.4%-10.1pp | 67.7%-5.4pp |
| Annual return | 11.08% | 41.82%-30.7pp | 778.87%-767.8pp | 35.66%-24.6pp |
| Employer contribution / active EE | $4,662 | $2,346+98.7% | $2,916+59.9% | $2,757+69.1% |
| Participant deferral / active EE | $1,097 | $3,285-66.6% | $4,323-74.6% | $4,299-74.5% |
| Admin fee / account holder | $11,438 | $4,749+140.9% | $7,355+55.5% | $6,924+65.2% |