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 | $92,658 | $81,208+14.1% | $98,920-6.3% | $79,852+16.0% |
| Participation rate | 53.6% | 72.5%-18.9pp | 76.0%-22.5pp | 69.6%-16.1pp |
| Annual return | 19.27% | 60.99%-41.7pp | 196.47%-177.2pp | 31.72%-12.4pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,610 | $3,265-50.7% | $4,245-62.1% | $3,740-56.9% |
| Admin fee / account holder | $8,989 | $6,013+49.5% | $6,643+35.3% | $5,306+69.4% |