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 | $67,351 | $185,905-63.8% | $170,057-60.4% | $139,487-51.7% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 29.14% | 60.56%-31.4pp | 53.42%-24.3pp | 373.84%-344.7pp |
| Employer contribution / active EE | $4,570 | $7,597-39.8% | $6,790-32.7% | $4,755-3.9% |
| Participant deferral / active EE | $11,250 | $11,627-3.2% | $10,411+8.1% | $6,713+67.6% |
| Admin fee / account holder | $381 | $15,397-97.5% | $12,826-97.0% | $11,407-96.7% |