Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $99,471 | $183,592-45.8% | $155,567-36.1% | $145,959-31.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 16.51% | 61.24%-44.7pp | 64.74%-48.2pp | 561.95%-545.4pp |
| Employer contribution / active EE | $1,767 | $5,315-66.8% | $4,674-62.2% | $4,661-62.1% |
| Participant deferral / active EE | $5,356 | $6,464-17.2% | $5,628-4.8% | $6,689-19.9% |
| Admin fee / account holder | $960 | $19,318-95.0% | $15,916-94.0% | $13,398-92.8% |