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 | $42,442 | $84,518-49.8% | $67,704-37.3% | $125,389-66.2% |
| Participation rate | 50.0% | 74.8%-24.8pp | 67.5%-17.5pp | 83.2%-33.2pp |
| Annual return | 0.16% | 2.57%-2.4pp | 25.41%-25.3pp | 282.24%-282.1pp |
| Employer contribution / active EE | $824 | $3,292-75.0% | $2,559-67.8% | $4,866-83.1% |
| Participant deferral / active EE | $824 | $4,430-81.4% | $3,585-77.0% | $5,352-84.6% |
| Admin fee / account holder | $1,035 | $5,340-80.6% | $4,255-75.7% | $9,541-89.2% |