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 | $46,786 | $73,955-36.7% | $96,520-51.5% | $75,181-37.8% |
| Participation rate | 60.4% | 66.4%-6.0pp | 74.3%-14.0pp | 67.2%-6.8pp |
| Annual return | 18.68% | 26.72%-8.0pp | 35.72%-17.0pp | 160.69%-142.0pp |
| Employer contribution / active EE | $10,565 | $2,930+260.6% | $3,739+182.6% | $2,671+295.6% |
| Participant deferral / active EE | $2,990 | $3,659-18.3% | $4,879-38.7% | $4,126-27.5% |
| Admin fee / account holder | $1,085 | $5,217-79.2% | $6,733-83.9% | $5,650-80.8% |