Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $69,418 | $223,823-69.0% | $211,142-67.1% | $154,746-55.1% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 19.28% | 50.39%-31.1pp | 46.84%-27.6pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,416 | $6,787-64.4% | $6,442-62.5% | $4,379-44.8% |
| Participant deferral / active EE | $12,701 | $9,750+30.3% | $9,284+36.8% | $6,730+88.7% |
| Admin fee / account holder | $28,531 | $19,707+44.8% | $19,076+49.6% | $14,365+98.6% |