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 | $29,594 | $156,398-81.1% | $147,318-79.9% | $138,895-78.7% |
| Participation rate | 61.5% | 83.8%-22.2pp | 82.1%-20.5pp | 79.9%-18.4pp |
| Annual return | 22.61% | 78.75%-56.1pp | 70.43%-47.8pp | 145.39%-122.8pp |
| Employer contribution / active EE | $2,586 | $4,853-46.7% | $4,593-43.7% | $4,194-38.3% |
| Participant deferral / active EE | $6,069 | $8,237-26.3% | $7,906-23.2% | $6,396-5.1% |
| Admin fee / account holder | $887 | $14,976-94.1% | $13,708-93.5% | $12,562-92.9% |