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 | $90,453 | $159,934-43.4% | $147,005-38.5% | $145,959-38.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 16.83% | 98.24%-81.4pp | 418.76%-401.9pp | 561.95%-545.1pp |
| Employer contribution / active EE | $2,139 | $5,287-59.5% | $4,934-56.7% | $4,661-54.1% |
| Participant deferral / active EE | $6,064 | $8,427-28.0% | $8,070-24.9% | $6,689-9.3% |
| Admin fee / account holder | $2,335 | $15,053-84.5% | $13,006-82.1% | $13,398-82.6% |