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 | $47,337 | $175,259-73.0% | $149,723-68.4% | $139,487-66.1% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 25.38% | 166.82%-141.4pp | 134.50%-109.1pp | 373.84%-348.5pp |
| Employer contribution / active EE | $2,743 | $5,478-49.9% | $4,821-43.1% | $4,755-42.3% |
| Participant deferral / active EE | $5,510 | $6,522-15.5% | $5,682-3.0% | $6,713-17.9% |
| Admin fee / account holder | $837 | $16,158-94.8% | $13,215-93.7% | $11,407-92.7% |