Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $43,776 | $56,134-22.0% | $96,171-54.5% | $85,847-49.0% |
| Participation rate | 69.4% | 56.7%+12.7pp | 68.4%+1.0pp | 69.3%+0.1pp |
| Annual return | 15.96% | 42.30%-26.3pp | 192.04%-176.1pp | 318.61%-302.6pp |
| Employer contribution / active EE | $1,456 | $1,620-10.1% | $2,799-48.0% | $2,565-43.2% |
| Participant deferral / active EE | $3,332 | $2,858+16.6% | $4,350-23.4% | $3,952-15.7% |
| Admin fee / account holder | $885 | $3,769-76.5% | $5,538-84.0% | $6,261-85.9% |