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 | $35,535 | $85,766-58.6% | $136,298-73.9% | $70,126-49.3% |
| Participation rate | 40.9% | 74.2%-33.2pp | 81.9%-41.0pp | 69.5%-28.6pp |
| Annual return | 20.18% | 31.46%-11.3pp | 5156.27%-5136.1pp | 73.15%-53.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,957 | $5,051-1.9% | $6,247-20.6% | $3,332+48.8% |
| Admin fee / account holder | $2,605 | $5,421-52.0% | $9,244-71.8% | $4,645-43.9% |