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 | $40,808 | $183,592-77.8% | $155,574-73.8% | $145,877-72.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 19.34% | 61.37%-42.0pp | 64.87%-45.5pp | 551.28%-531.9pp |
| Employer contribution / active EE | $3,112 | $5,317-41.5% | $4,676-33.4% | $4,663-33.3% |
| Participant deferral / active EE | $6,078 | $6,466-6.0% | $5,629+8.0% | $6,691-9.2% |
| Admin fee / account holder | $6,473 | $19,316-66.5% | $15,914-59.3% | $13,402-51.7% |