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 | $57,352 | $232,540-75.3% | $185,117-69.0% | $147,585-61.1% |
| Participation rate | 40.0% | 82.4%-42.4pp | 77.3%-37.3pp | 82.8%-42.8pp |
| Annual return | 21.64% | 43.03%-21.4pp | 40.50%-18.9pp | 578.58%-556.9pp |
| Employer contribution / active EE | $744 | $5,195-85.7% | $4,182-82.2% | $4,876-84.7% |
| Participant deferral / active EE | $1,061 | $5,834-81.8% | $5,045-79.0% | $5,439-80.5% |
| Admin fee / account holder | $1,051 | $10,275-89.8% | $8,159-87.1% | $10,886-90.3% |