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 | $26,497 | $111,535-76.2% | $105,223-74.8% | $137,256-80.7% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 13.16% | 237.85%-224.7pp | 180.65%-167.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,225 | $3,939-68.9% | $3,689-66.8% | $4,156-70.5% |
| Participant deferral / active EE | $1,845 | $5,500-66.4% | $5,072-63.6% | $6,407-71.2% |
| Admin fee / account holder | $668 | $9,721-93.1% | $8,859-92.5% | $12,270-94.6% |