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 | $52,572 | $176,688-70.2% | $130,660-59.8% | $152,897-65.6% |
| Participation rate | 60.0% | 79.0%-19.0pp | 71.7%-11.7pp | 82.5%-22.5pp |
| Annual return | 30.35% | 2693.08%-2662.7pp | 1709.29%-1678.9pp | 345.43%-315.1pp |
| Employer contribution / active EE | $962 | $5,743-83.2% | $4,092-76.5% | $4,764-79.8% |
| Participant deferral / active EE | $1,564 | $4,362-64.1% | $3,603-56.6% | $5,851-73.3% |
| Admin fee / account holder | $2,894 | $7,131-59.4% | $5,463-47.0% | $11,599-75.1% |