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 | $68,849 | $132,634-48.1% | $115,768-40.5% | $137,256-49.8% |
| Participation rate | 54.5% | 77.9%-23.3pp | 74.4%-19.8pp | 80.0%-25.4pp |
| Annual return | 10.73% | 160.70%-150.0pp | 100.46%-89.7pp | 220.34%-209.6pp |
| Employer contribution / active EE | $6,197 | $3,360+84.5% | $2,940+110.8% | $4,156+49.1% |
| Participant deferral / active EE | $11,924 | $5,619+112.2% | $4,917+142.5% | $6,407+86.1% |
| Admin fee / account holder | $110,074 | $15,028+632.5% | $12,439+784.9% | $12,270+797.1% |