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 | $79,083 | $103,038-23.2% | $90,324-12.4% | $152,909-48.3% |
| Participation rate | 47.6% | 75.9%-28.3pp | 73.3%-25.7pp | 82.5%-34.8pp |
| Annual return | 16.36% | 95.25%-78.9pp | 78.15%-61.8pp | 345.46%-329.1pp |
| Employer contribution / active EE | $1,183 | $3,141-62.3% | $2,856-58.6% | $4,764-75.2% |
| Participant deferral / active EE | $1,620 | $4,282-62.2% | $3,885-58.3% | $5,851-72.3% |
| Admin fee / account holder | $980 | $6,177-84.1% | $5,356-81.7% | $11,601-91.6% |