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 | $42,127 | $71,230-40.9% | $93,727-55.1% | $80,959-48.0% |
| Participation rate | 66.0% | 60.4%+5.6pp | 68.7%-2.7pp | 67.7%-1.7pp |
| Annual return | 13.81% | 11.26%+2.6pp | 133.83%-120.0pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,768 | $1,565+13.0% | $2,421-27.0% | $2,757-35.9% |
| Participant deferral / active EE | $2,492 | $4,037-38.3% | $4,417-43.6% | $4,300-42.1% |
| Admin fee / account holder | $2,504 | $6,961-64.0% | $8,292-69.8% | $6,925-63.8% |