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 | $43,405 | $147,556-70.6% | $129,031-66.4% | $198,609-78.1% |
| Participation rate | 56.5% | 77.2%-20.7pp | 73.4%-16.8pp | 82.4%-25.9pp |
| Annual return | 5.52% | 37.41%-31.9pp | 34.67%-29.1pp | 202.70%-197.2pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,429 | $5,760-5.7% | $5,217+4.1% | $6,977-22.2% |
| Admin fee / account holder | $14,528 | $15,467-6.1% | $13,208+10.0% | $19,030-23.7% |