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 | $36,540 | $226,105-83.8% | $182,540-80.0% | $152,897-76.1% |
| Participation rate | 47.4% | 82.5%-35.1pp | 78.0%-30.6pp | 82.5%-35.1pp |
| Annual return | 20.41% | 192.58%-172.2pp | 148.58%-128.2pp | 345.43%-325.0pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,535 | $6,370-44.5% | $5,525-36.0% | $5,851-39.6% |
| Admin fee / account holder | $15,560 | $10,706+45.3% | $8,593+81.1% | $11,599+34.1% |