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 | $60,114 | $61,125-1.7% | $94,057-36.1% | $87,485-31.3% |
| Participation rate | 38.1% | 64.1%-26.0pp | 73.3%-35.2pp | 68.9%-30.8pp |
| Annual return | 14.06% | 35.20%-21.1pp | 480.62%-466.6pp | 26.06%-12.0pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,153 | $3,260-3.3% | $4,709-33.0% | $4,274-26.2% |
| Admin fee / account holder | $49,843 | $5,629+785.5% | $7,244+588.0% | $7,775+541.1% |