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 | $64,226 | $41,150+56.1% | $80,627-20.3% | $71,511-10.2% |
| Participation rate | 12.2% | 50.3%-38.0pp | 67.0%-54.8pp | 67.9%-55.7pp |
| Annual return | 18.89% | 38.48%-19.6pp | 936.76%-917.9pp | 28.86%-10.0pp |
| Employer contribution / active EE | $423 | $1,515-72.1% | $2,723-84.5% | $2,589-83.7% |
| Participant deferral / active EE | $746 | $2,701-72.4% | $4,443-83.2% | $4,291-82.6% |
| Admin fee / account holder | $3,575 | $1,841+94.2% | $5,381-33.6% | $1,588+125.1% |