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 | $31,007 | $117,895-73.7% | $102,460-69.7% | $145,897-78.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 10.02% | 31.92%-21.9pp | 29.47%-19.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $3,020 | $3,619-16.5% | $3,025-0.2% | $4,663-35.2% |
| Participant deferral / active EE | $6,720 | $5,736+17.2% | $5,056+32.9% | $6,689+0.5% |
| Admin fee / account holder | $4,690 | $13,353-64.9% | $9,460-50.4% | $13,390-65.0% |