Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $34,368 | $51,638-33.4% | $68,368-49.7% | $82,448-58.3% |
| Participation rate | 69.4% | 63.6%+5.8pp | 73.8%-4.3pp | 68.1%+1.4pp |
| Annual return | 14.13% | 37.53%-23.4pp | 292.57%-278.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,813 | $2,047-11.4% | $2,649-31.6% | $2,551-28.9% |
| Participant deferral / active EE | $3,709 | $2,914+27.3% | $4,123-10.0% | $4,139-10.4% |
| Admin fee / account holder | $4,813 | $4,643+3.6% | $5,150-6.5% | $7,234-33.5% |