Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $37,819 | $73,988-48.9% | $96,538-60.8% | $75,177-49.7% |
| Participation rate | 59.0% | 66.4%-7.5pp | 74.3%-15.4pp | 67.2%-8.2pp |
| Annual return | 21.81% | 26.73%-4.9pp | 35.74%-13.9pp | 160.75%-138.9pp |
| Employer contribution / active EE | $2,116 | $2,930-27.8% | $3,740-43.4% | $2,671-20.8% |
| Participant deferral / active EE | $4,459 | $3,660+21.8% | $4,880-8.6% | $4,126+8.1% |
| Admin fee / account holder | $1,535 | $5,220-70.6% | $6,737-77.2% | $5,651-72.8% |