Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $26,969 | $201,344-86.6% | $184,243-85.4% | $145,877-81.5% |
| Participation rate | 55.6% | 87.5%-31.9pp | 86.8%-31.3pp | 80.3%-24.7pp |
| Annual return | 15.98% | 29.01%-13.0pp | 28.82%-12.8pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,961 | $7,022-72.1% | $6,427-69.5% | $4,663-57.9% |
| Participant deferral / active EE | $5,770 | $9,807-41.2% | $9,132-36.8% | $6,691-13.8% |
| Admin fee / account holder | $576 | $16,382-96.5% | $13,914-95.9% | $13,402-95.7% |