Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $53,646 | $102,393-47.6% | $147,041-63.5% | $80,911-33.7% |
| Participation rate | 60.8% | 75.9%-15.1pp | 82.2%-21.4pp | 67.6%-6.9pp |
| Annual return | 22.79% | 134.95%-112.2pp | 419.21%-396.4pp | 35.63%-12.8pp |
| Employer contribution / active EE | $2,046 | $3,715-44.9% | $4,935-58.5% | $2,756-25.7% |
| Participant deferral / active EE | $3,993 | $6,647-39.9% | $8,071-50.5% | $4,297-7.1% |
| Admin fee / account holder | $1,602 | $7,943-79.8% | $13,006-87.7% | $6,935-76.9% |