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 | $84,097 | $62,393+34.8% | $120,580-30.3% | $74,478+12.9% |
| Participation rate | 26.3% | 56.8%-30.5pp | 72.0%-45.7pp | 67.2%-41.0pp |
| Annual return | 12.82% | 18.61%-5.8pp | 107.48%-94.7pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $758 | $1,845-58.9% | $3,469-78.2% | $2,626-71.1% |
| Participant deferral / active EE | $1,462 | $2,886-49.3% | $4,995-70.7% | $4,350-66.4% |
| Admin fee / account holder | $3,655 | $2,396+52.6% | $9,418-61.2% | $1,946+87.9% |