Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $45,101 | $48,314-6.6% | $67,561-33.2% | $80,925-44.3% |
| Participation rate | 40.0% | 66.4%-26.4pp | 72.9%-32.9pp | 67.7%-27.7pp |
| Annual return | 15.95% | 18.28%-2.3pp | 3525.44%-3509.5pp | 35.65%-19.7pp |
| Employer contribution / active EE | $1,567 | $2,022-22.5% | $2,735-42.7% | $2,756-43.2% |
| Participant deferral / active EE | $4,333 | $2,927+48.0% | $4,003+8.2% | $4,299+0.8% |
| Admin fee / account holder | $1,801 | $3,690-51.2% | $4,006-55.0% | $6,940-74.0% |