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 | $61,940 | $71,230-13.0% | $93,727-33.9% | $80,959-23.5% |
| Participation rate | 36.4% | 60.4%-24.0pp | 68.7%-32.3pp | 67.7%-31.3pp |
| Annual return | 33.80% | 11.26%+22.5pp | 133.83%-100.0pp | 35.67%-1.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,603 | $4,037-60.3% | $4,417-63.7% | $4,300-62.7% |
| Admin fee / account holder | $533 | $6,961-92.3% | $8,292-93.6% | $6,925-92.3% |