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 | $35,962 | $106,280-66.2% | $96,538-62.7% | $139,487-74.2% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 17.16% | 38.48%-21.3pp | 35.74%-18.6pp | 373.84%-356.7pp |
| Employer contribution / active EE | $1,679 | $4,107-59.1% | $3,740-55.1% | $4,755-64.7% |
| Participant deferral / active EE | $2,806 | $5,457-48.6% | $4,880-42.5% | $6,713-58.2% |
| Admin fee / account holder | $1,205 | $7,888-84.7% | $6,737-82.1% | $11,407-89.4% |