Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $46,589 | $73,988-37.0% | $96,538-51.7% | $75,177-38.0% |
| Participation rate | 53.6% | 66.4%-12.9pp | 74.3%-20.8pp | 67.2%-13.6pp |
| Annual return | 76.11% | 26.73%+49.4pp | 35.74%+40.4pp | 160.75%-84.6pp |
| Employer contribution / active EE | $1,256 | $2,930-57.1% | $3,740-66.4% | $2,671-53.0% |
| Participant deferral / active EE | $4,302 | $3,660+17.5% | $4,880-11.9% | $4,126+4.3% |
| Admin fee / account holder | $5,450 | $5,220+4.4% | $6,737-19.1% | $5,651-3.6% |