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 | $45,125 | $55,457-18.6% | $77,361-41.7% | $94,015-52.0% |
| Participation rate | 25.0% | 69.8%-44.8pp | 75.0%-50.0pp | 70.8%-45.8pp |
| Annual return | 16.59% | 15.57%+1.0pp | 1011.54%-994.9pp | 17.84%-1.2pp |
| Employer contribution / active EE | $831 | $2,255-63.1% | $2,990-72.2% | $2,790-70.2% |
| Participant deferral / active EE | $1,441 | $3,069-53.1% | $3,911-63.2% | $4,249-66.1% |
| Admin fee / account holder | $4,437 | $4,334+2.4% | $5,894-24.7% | $8,951-50.4% |