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 | $52,984 | $78,425-32.4% | $95,956-44.8% | $79,858-33.7% |
| Participation rate | 40.5% | 73.5%-32.9pp | 77.1%-36.5pp | 69.6%-29.1pp |
| Annual return | 112.55% | 19.37%+93.2pp | 91.63%+20.9pp | 31.72%+80.8pp |
| Employer contribution / active EE | $493 | $1,945-74.6% | $2,541-80.6% | $2,471-80.0% |
| Participant deferral / active EE | $2,392 | $3,440-30.5% | $4,167-42.6% | $3,740-36.1% |
| Admin fee / account holder | $5,380 | $5,622-4.3% | $6,797-20.8% | $5,306+1.4% |