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 | $35,329 | $97,125-63.6% | $86,233-59.0% | $137,256-74.3% |
| Participation rate | 47.8% | 74.2%-26.4pp | 69.0%-21.2pp | 80.0%-32.1pp |
| Annual return | 17.08% | 74.19%-57.1pp | 61.39%-44.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $527 | $2,841-81.4% | $2,504-78.9% | $4,156-87.3% |
| Participant deferral / active EE | $999 | $5,180-80.7% | $4,559-78.1% | $6,407-84.4% |
| Admin fee / account holder | $5,404 | $9,725-44.4% | $8,342-35.2% | $12,270-56.0% |