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 | $60,306 | $117,895-48.8% | $102,460-41.1% | $145,897-58.7% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 10.41% | 31.92%-21.5pp | 29.47%-19.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $2,145 | $3,619-40.7% | $3,025-29.1% | $4,663-54.0% |
| Participant deferral / active EE | $7,025 | $5,736+22.5% | $5,056+38.9% | $6,689+5.0% |
| Admin fee / account holder | $23,609 | $13,353+76.8% | $9,460+149.6% | $13,390+76.3% |