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 | $39,172 | $165,399-76.3% | $149,745-73.8% | $158,982-75.4% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 13.83% | 348.34%-334.5pp | 276.72%-262.9pp | 302.99%-289.2pp |
| Employer contribution / active EE | $3,225 | $5,105-36.8% | $4,646-30.6% | $4,763-32.3% |
| Participant deferral / active EE | $3,861 | $7,183-46.2% | $6,843-43.6% | $5,983-35.5% |
| Admin fee / account holder | $32,783 | $10,811+203.2% | $9,312+252.1% | $11,252+191.4% |