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 | $49,898 | $63,346-21.2% | $92,239-45.9% | $70,124-28.8% |
| Participation rate | 62.8% | 68.7%-5.9pp | 76.5%-13.7pp | 69.5%-6.8pp |
| Annual return | 13.05% | 530.19%-517.1pp | 176.29%-163.2pp | 73.14%-60.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,509 | $2,854-47.1% | $3,897-61.3% | $3,332-54.7% |
| Admin fee / account holder | $556 | $3,841-85.5% | $5,194-89.3% | $4,645-88.0% |