Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $48,528 | $129,737-62.6% | $119,126-59.3% | $154,746-68.6% |
| Participation rate | 69.6% | 78.9%-9.3pp | 75.8%-6.2pp | 80.7%-11.1pp |
| Annual return | 20.33% | 379.08%-358.8pp | 282.11%-261.8pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,881 | $4,375-57.0% | $4,034-53.4% | $4,379-57.0% |
| Participant deferral / active EE | $3,817 | $5,842-34.7% | $5,318-28.2% | $6,730-43.3% |
| Admin fee / account holder | $673 | $11,961-94.4% | $10,693-93.7% | $14,365-95.3% |