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 | $35,768 | $167,030-78.6% | $135,768-73.7% | $155,188-77.0% |
| Participation rate | 28.6% | 76.2%-47.6pp | 71.1%-42.5pp | 80.8%-52.2pp |
| Annual return | 12.97% | 678.39%-665.4pp | 526.10%-513.1pp | 148.84%-135.9pp |
| Employer contribution / active EE | $80 | $4,132-98.1% | $3,394-97.7% | $4,248-98.1% |
| Participant deferral / active EE | $796 | $4,528-82.4% | $3,977-80.0% | $6,531-87.8% |
| Admin fee / account holder | $19,976 | $8,172+144.4% | $7,048+183.4% | $14,480+38.0% |