Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,111 | $148,629-70.3% | $135,982-67.6% | $139,487-68.4% |
| Participation rate | 53.3% | 83.9%-30.5pp | 81.9%-28.6pp | 80.3%-27.0pp |
| Annual return | 22.64% | 79.33%-56.7pp | 68.32%-45.7pp | 373.84%-351.2pp |
| Employer contribution / active EE | $5,095 | $5,247-2.9% | $4,859+4.9% | $4,755+7.2% |
| Participant deferral / active EE | $4,400 | $8,102-45.7% | $7,760-43.3% | $6,713-34.5% |
| Admin fee / account holder | $3,590 | $12,406-71.1% | $10,767-66.7% | $11,407-68.5% |