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 | $45,592 | $156,398-70.8% | $147,318-69.1% | $138,895-67.2% |
| Participation rate | 38.5% | 83.8%-45.3pp | 82.1%-43.6pp | 79.9%-41.5pp |
| Annual return | 18.24% | 78.75%-60.5pp | 70.43%-52.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,684 | $4,853-65.3% | $4,593-63.3% | $4,194-59.8% |
| Participant deferral / active EE | $3,148 | $8,237-61.8% | $7,906-60.2% | $6,396-50.8% |
| Admin fee / account holder | $16,623 | $14,976+11.0% | $13,708+21.3% | $12,562+32.3% |