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 | $39,968 | $47,479-15.8% | $62,929-36.5% | $82,448-51.5% |
| Participation rate | 40.5% | 66.9%-26.4pp | 73.1%-32.6pp | 68.1%-27.6pp |
| Annual return | 16.02% | 20.34%-4.3pp | 1063.93%-1047.9pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,266 | $1,885-32.8% | $2,505-49.4% | $2,551-50.4% |
| Participant deferral / active EE | $1,781 | $2,870-38.0% | $3,888-54.2% | $4,139-57.0% |
| Admin fee / account holder | $1,351 | $3,804-64.5% | $5,065-73.3% | $7,234-81.3% |