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 | $73,301 | $85,024-13.8% | $70,544+3.9% | $139,466-47.4% |
| Participation rate | 58.3% | 73.9%-15.6pp | 68.4%-10.0pp | 80.3%-22.0pp |
| Annual return | 12.42% | 30.39%-18.0pp | 32.79%-20.4pp | 373.66%-361.2pp |
| Employer contribution / active EE | $4,029 | $3,912+3.0% | $2,976+35.4% | $4,754-15.3% |
| Participant deferral / active EE | $7,500 | $5,891+27.3% | $4,568+64.2% | $6,712+11.7% |
| Admin fee / account holder | $700 | $8,928-92.2% | $6,427-89.1% | $11,409-93.9% |