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 | $97,975 | $79,209+23.7% | $102,434-4.4% | $74,459+31.6% |
| Participation rate | 59.3% | 74.8%-15.5pp | 76.5%-17.2pp | 67.2%-8.0pp |
| Annual return | 13.63% | 54.98%-41.4pp | 29.46%-15.8pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $1,457 | $2,362-38.3% | $3,023-51.8% | $2,626-44.5% |
| Participant deferral / active EE | $4,017 | $4,417-9.1% | $5,055-20.5% | $4,350-7.6% |
| Admin fee / account holder | $2,148 | $2,002+7.3% | $9,462-77.3% | $1,945+10.4% |