Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $73,116 | $85,060-14.0% | $70,548+3.6% | $139,456-47.6% |
| Participation rate | 57.1% | 73.9%-16.8pp | 68.3%-11.2pp | 80.3%-23.2pp |
| Annual return | 16.25% | 30.38%-14.1pp | 32.78%-16.5pp | 373.45%-357.2pp |
| Employer contribution / active EE | $2,206 | $3,911-43.6% | $2,975-25.9% | $4,753-53.6% |
| Participant deferral / active EE | $7,240 | $5,890+22.9% | $4,567+58.5% | $6,711+7.9% |
| Admin fee / account holder | $2,163 | $8,925-75.8% | $6,424-66.3% | $11,407-81.0% |