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 | $27,970 | $46,688-40.1% | $189,758-85.3% | $69,733-59.9% |
| Participation rate | 27.7% | 61.7%-34.0pp | 79.8%-52.1pp | 62.5%-34.7pp |
| Annual return | 25.48% | 14.35%+11.1pp | 52.62%-27.1pp | 15.22%+10.3pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $4,767-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $904 | $2,143-57.8% | $5,856-84.6% | $3,054-70.4% |
| Admin fee / account holder | $1,903 | $1,700+11.9% | $20,388-90.7% | $3,102-38.6% |