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 | $53,457 | $48,078+11.2% | $78,676-32.1% | $62,881-15.0% |
| Participation rate | 19.2% | 65.2%-46.0pp | 73.6%-54.3pp | 69.3%-50.1pp |
| Annual return | 7.07% | 31.36%-24.3pp | 62.19%-55.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,422 | $2,587-45.0% | $3,517-59.6% | $3,203-55.6% |
| Admin fee / account holder | $426 | $3,206-86.7% | $4,510-90.6% | $4,296-90.1% |