Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $41,700 | $111,787-62.7% | $93,681-55.5% | $145,978-71.4% |
| Participation rate | 64.7% | 74.2%-9.5pp | 68.7%-4.0pp | 80.3%-15.6pp |
| Annual return | 16.08% | 203.52%-187.4pp | 133.47%-117.4pp | 550.52%-534.4pp |
| Employer contribution / active EE | $2,080 | $3,093-32.8% | $2,422-14.1% | $4,662-55.4% |
| Participant deferral / active EE | $4,662 | $4,918-5.2% | $4,415+5.6% | $6,690-30.3% |
| Admin fee / account holder | $2,508 | $10,256-75.5% | $8,290-69.7% | $13,400-81.3% |