Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $49,931 | $55,457-10.0% | $77,361-35.5% | $94,015-46.9% |
| Participation rate | 35.3% | 69.8%-34.5pp | 75.0%-39.7pp | 70.8%-35.5pp |
| Annual return | 11.34% | 15.57%-4.2pp | 1011.54%-1000.2pp | 17.84%-6.5pp |
| Employer contribution / active EE | $539 | $2,255-76.1% | $2,990-82.0% | $2,790-80.7% |
| Participant deferral / active EE | $2,063 | $3,069-32.8% | $3,911-47.2% | $4,249-51.4% |
| Admin fee / account holder | $1,458 | $4,334-66.4% | $5,894-75.3% | $8,951-83.7% |