Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $66,645 | $183,592-63.7% | $155,567-57.2% | $145,959-54.3% |
| Participation rate | 65.2% | 82.7%-17.5pp | 78.2%-13.0pp | 80.3%-15.1pp |
| Annual return | 10.37% | 61.24%-50.9pp | 64.74%-54.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $4,682 | $5,315-11.9% | $4,674+0.2% | $4,661+0.4% |
| Participant deferral / active EE | $7,312 | $6,464+13.1% | $5,628+29.9% | $6,689+9.3% |
| Admin fee / account holder | $6,498 | $19,318-66.4% | $15,916-59.2% | $13,398-51.5% |