Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $35,888 | $201,344-82.2% | $184,243-80.5% | $145,877-75.4% |
| Participation rate | 57.1% | 87.5%-30.4pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 13.09% | 29.01%-15.9pp | 28.82%-15.7pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,522 | $7,022-78.3% | $6,427-76.3% | $4,663-67.4% |
| Participant deferral / active EE | $5,085 | $9,807-48.2% | $9,132-44.3% | $6,691-24.0% |
| Admin fee / account holder | $665 | $16,382-95.9% | $13,914-95.2% | $13,402-95.0% |