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 | $60,083 | $175,231-65.7% | $149,696-59.9% | $139,466-56.9% |
| Participation rate | 54.2% | 83.4%-29.2pp | 78.8%-24.6pp | 80.3%-26.2pp |
| Annual return | 11.70% | 166.77%-155.1pp | 134.46%-122.8pp | 373.66%-362.0pp |
| Employer contribution / active EE | $1,270 | $5,478-76.8% | $4,821-73.7% | $4,754-73.3% |
| Participant deferral / active EE | $3,247 | $6,521-50.2% | $5,682-42.9% | $6,712-51.6% |
| Admin fee / account holder | $5,792 | $16,155-64.1% | $13,212-56.2% | $11,409-49.2% |