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 | $51,026 | $156,398-67.4% | $147,318-65.4% | $138,895-63.3% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 16.15% | 78.75%-62.6pp | 70.43%-54.3pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,807 | $4,853-62.8% | $4,593-60.6% | $4,194-56.9% |
| Participant deferral / active EE | $7,569 | $8,237-8.1% | $7,906-4.3% | $6,396+18.3% |
| Admin fee / account holder | $8,178 | $14,976-45.4% | $13,708-40.3% | $12,562-34.9% |