Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,269 | $124,980-82.2% | $108,359-79.4% | $154,746-85.6% |
| Participation rate | 45.5% | 75.2%-29.7pp | 70.1%-24.7pp | 80.7%-35.2pp |
| Annual return | 18.26% | 45.00%-26.7pp | 36.89%-18.6pp | 172.34%-154.1pp |
| Employer contribution / active EE | $862 | $2,851-69.7% | $2,399-64.1% | $4,379-80.3% |
| Participant deferral / active EE | $2,400 | $4,743-49.4% | $4,137-42.0% | $6,730-64.3% |
| Admin fee / account holder | $889 | $11,502-92.3% | $9,741-90.9% | $14,365-93.8% |