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 | $52,221 | $62,672-16.7% | $185,117-71.8% | $70,126-25.5% |
| Participation rate | 43.4% | 63.8%-20.4pp | 77.3%-33.9pp | 69.5%-26.1pp |
| Annual return | 15.29% | 40.79%-25.5pp | 40.50%-25.2pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,973 | $3,272-9.1% | $5,045-41.1% | $3,332-10.8% |
| Admin fee / account holder | $553 | $3,932-85.9% | $8,159-93.2% | $4,645-88.1% |