Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $47,995 | $107,363-55.3% | $92,909-48.3% | $152,897-68.6% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 18.85% | 145.63%-126.8pp | 109.44%-90.6pp | 345.43%-326.6pp |
| Employer contribution / active EE | $1,325 | $4,222-68.6% | $3,653-63.7% | $4,764-72.2% |
| Participant deferral / active EE | $6,413 | $4,848+32.3% | $4,238+51.3% | $5,851+9.6% |
| Admin fee / account holder | $1,294 | $7,082-81.7% | $5,795-77.7% | $11,599-88.8% |