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 | $32,850 | $111,814-70.6% | $103,374-68.2% | $145,959-77.5% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 14.91% | 24.77%-9.9pp | 24.89%-10.0pp | 561.95%-547.0pp |
| Employer contribution / active EE | $1,040 | $4,214-75.3% | $3,869-73.1% | $4,661-77.7% |
| Participant deferral / active EE | $6,310 | $5,618+12.3% | $5,058+24.8% | $6,689-5.7% |
| Admin fee / account holder | $11,878 | $9,754+21.8% | $8,394+41.5% | $13,398-11.3% |