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 | $20,669 | $43,075-52.0% | $74,577-72.3% | $62,881-67.1% |
| Participation rate | 58.3% | 58.1%+0.3pp | 68.1%-9.8pp | 69.3%-11.0pp |
| Annual return | 9.63% | 17.50%-7.9pp | 20.47%-10.8pp | 20.14%-10.5pp |
| Employer contribution / active EE | $586 | $1,498-60.9% | $2,525-76.8% | $2,281-74.3% |
| Participant deferral / active EE | $3,494 | $2,389+46.2% | $3,458+1.0% | $3,203+9.1% |
| Admin fee / account holder | $304 | $2,840-89.3% | $4,138-92.7% | $4,296-92.9% |