Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,154 | $157,276-69.4% | $141,177-65.9% | $152,885-68.5% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 25.74% | 64.33%-38.6pp | 71.40%-45.7pp | 345.39%-319.7pp |
| Employer contribution / active EE | $942 | $5,262-82.1% | $4,736-80.1% | $4,763-80.2% |
| Participant deferral / active EE | $8,700 | $7,110+22.4% | $6,710+29.7% | $5,851+48.7% |
| Admin fee / account holder | $654 | $12,123-94.6% | $10,263-93.6% | $11,598-94.4% |