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 | $42,658 | $117,846-63.8% | $102,434-58.4% | $145,884-70.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 38.39% | 31.90%+6.5pp | 29.46%+8.9pp | 551.85%-513.5pp |
| Employer contribution / active EE | $1,249 | $3,615-65.4% | $3,023-58.7% | $4,662-73.2% |
| Participant deferral / active EE | $7,497 | $5,733+30.8% | $5,055+48.3% | $6,690+12.1% |
| Admin fee / account holder | $350 | $13,356-97.4% | $9,462-96.3% | $13,392-97.4% |