Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $38,092 | $102,245-62.7% | $89,340-57.4% | $137,256-72.2% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 40.63% | 21.89%+18.7pp | 20.57%+20.1pp | 220.34%-179.7pp |
| Employer contribution / active EE | $8,604 | $2,529+240.2% | $2,231+285.6% | $4,156+107.0% |
| Participant deferral / active EE | $12,618 | $4,436+184.4% | $3,823+230.1% | $6,407+97.0% |
| Admin fee / account holder | $4,771 | $8,085-41.0% | $6,704-28.8% | $12,270-61.1% |