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 | $34,839 | $129,737-73.1% | $119,126-70.8% | $154,746-77.5% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 17.21% | 379.08%-361.9pp | 282.11%-264.9pp | 172.34%-155.1pp |
| Employer contribution / active EE | $2,857 | $4,375-34.7% | $4,034-29.2% | $4,379-34.8% |
| Participant deferral / active EE | $3,991 | $5,842-31.7% | $5,318-24.9% | $6,730-40.7% |
| Admin fee / account holder | $2,780 | $11,961-76.8% | $10,693-74.0% | $14,365-80.6% |