Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $47,175 | $96,236-51.0% | $136,072-65.3% | $80,935-41.7% |
| Participation rate | 64.2% | 71.2%-7.0pp | 76.4%-12.3pp | 67.7%-3.5pp |
| Annual return | 19.23% | 28.74%-9.5pp | 580.46%-561.2pp | 35.66%-16.4pp |
| Employer contribution / active EE | $3,698 | $3,350+10.4% | $4,216-12.3% | $2,757+34.2% |
| Participant deferral / active EE | $8,049 | $5,709+41.0% | $7,028+14.5% | $4,299+87.2% |
| Admin fee / account holder | $3,881 | $8,250-53.0% | $6,718-42.2% | $6,924-44.0% |