Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $35,774 | $103,392-65.4% | $87,104-58.9% | $152,897-76.6% |
| Participation rate | 55.6% | 79.4%-23.8pp | 76.9%-21.3pp | 82.5%-26.9pp |
| Annual return | 21.91% | 28.10%-6.2pp | 28.19%-6.3pp | 345.43%-323.5pp |
| Employer contribution / active EE | $1,475 | $3,221-54.2% | $2,521-41.5% | $4,764-69.0% |
| Participant deferral / active EE | $2,639 | $4,778-44.8% | $4,048-34.8% | $5,851-54.9% |
| Admin fee / account holder | $792 | $12,194-93.5% | $7,491-89.4% | $11,599-93.2% |