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 | $34,710 | $103,387-66.4% | $87,102-60.2% | $152,885-77.3% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 15.92% | 28.10%-12.2pp | 28.19%-12.3pp | 345.39%-329.5pp |
| Employer contribution / active EE | $1,087 | $3,221-66.3% | $2,521-56.9% | $4,763-77.2% |
| Participant deferral / active EE | $2,159 | $4,778-54.8% | $4,048-46.7% | $5,851-63.1% |
| Admin fee / account holder | $8,658 | $12,193-29.0% | $7,491+15.6% | $11,598-25.3% |