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 | $26,558 | $102,385-74.1% | $147,080-81.9% | $80,935-67.2% |
| Participation rate | 58.3% | 75.9%-17.5pp | 82.2%-23.8pp | 67.7%-9.3pp |
| Annual return | 69.49% | 135.09%-65.6pp | 420.17%-350.7pp | 35.66%+33.8pp |
| Employer contribution / active EE | $2,535 | $3,717-31.8% | $4,933-48.6% | $2,757-8.0% |
| Participant deferral / active EE | $3,280 | $6,651-50.7% | $8,066-59.3% | $4,299-23.7% |
| Admin fee / account holder | $1,329 | $7,951-83.3% | $12,989-89.8% | $6,924-80.8% |