Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $33,758 | $58,311-42.1% | $81,882-58.8% | $80,959-58.3% |
| Participation rate | 65.0% | 63.5%+1.5pp | 72.4%-7.4pp | 67.7%-2.7pp |
| Annual return | 13.02% | 41.85%-28.8pp | 779.47%-766.5pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,848 | $2,347-21.2% | $2,916-36.6% | $2,757-33.0% |
| Participant deferral / active EE | $2,590 | $3,287-21.2% | $4,323-40.1% | $4,300-39.8% |
| Admin fee / account holder | $3,186 | $4,752-33.0% | $7,360-56.7% | $6,925-54.0% |