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 | $48,093 | $169,336-71.6% | $129,384-62.8% | $145,884-67.0% |
| Participation rate | 58.8% | 76.5%-17.7pp | 69.6%-10.8pp | 80.3%-21.5pp |
| Annual return | 12.46% | 14408.70%-14396.2pp | 9461.77%-9449.3pp | 551.85%-539.4pp |
| Employer contribution / active EE | $1,704 | $5,540-69.2% | $4,153-59.0% | $4,662-63.5% |
| Participant deferral / active EE | $3,241 | $4,985-35.0% | $4,166-22.2% | $6,690-51.6% |
| Admin fee / account holder | $1,508 | $9,912-84.8% | $7,686-80.4% | $13,392-88.7% |