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 | $74,993 | $88,137-14.9% | $164,975-54.5% | $74,429+0.8% |
| Participation rate | 46.7% | 73.1%-26.4pp | 78.6%-31.9pp | 67.2%-20.5pp |
| Annual return | 11.52% | 17.13%-5.6pp | 70.12%-58.6pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $1,307 | $2,597-49.7% | $4,343-69.9% | $2,625-50.2% |
| Participant deferral / active EE | $3,220 | $4,501-28.5% | $6,033-46.6% | $4,348-26.0% |
| Admin fee / account holder | $4,620 | $2,231+107.0% | $12,688-63.6% | $1,944+137.6% |