Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $68,032 | $160,070-57.5% | $147,117-53.8% | $145,897-53.4% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | 15.06% | 98.69%-83.6pp | 420.54%-405.5pp | 552.29%-537.2pp |
| Employer contribution / active EE | $3,280 | $5,285-37.9% | $4,932-33.5% | $4,663-29.6% |
| Participant deferral / active EE | $8,150 | $8,419-3.2% | $8,065+1.1% | $6,689+21.8% |
| Admin fee / account holder | $23,460 | $15,035+56.0% | $12,993+80.6% | $13,390+75.2% |