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 | $99,484 | $141,001-29.4% | $112,228-11.4% | $139,487-28.7% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 12.83% | 32.75%-19.9pp | 30.23%-17.4pp | 373.84%-361.0pp |
| Employer contribution / active EE | $1,675 | $4,285-60.9% | $3,432-51.2% | $4,755-64.8% |
| Participant deferral / active EE | $9,584 | $5,877+63.1% | $4,800+99.7% | $6,713+42.8% |
| Admin fee / account holder | $21,208 | $9,959+112.9% | $7,752+173.6% | $11,407+85.9% |