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 | $99,110 | $171,492-42.2% | $150,734-34.2% | $198,609-50.1% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 19.27% | 804.70%-785.4pp | 600.81%-581.5pp | 202.70%-183.4pp |
| Employer contribution / active EE | $1,892 | $5,470-65.4% | $4,918-61.5% | $5,055-62.6% |
| Participant deferral / active EE | $3,295 | $6,259-47.4% | $5,610-41.3% | $6,977-52.8% |
| Admin fee / account holder | $6,372 | $17,628-63.9% | $14,905-57.2% | $19,030-66.5% |