Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $35,489 | $58,311-39.1% | $81,882-56.7% | $80,959-56.2% |
| Participation rate | 22.4% | 63.5%-41.0pp | 72.4%-49.9pp | 67.7%-45.2pp |
| Annual return | 23.09% | 41.85%-18.8pp | 779.47%-756.4pp | 35.67%-12.6pp |
| Employer contribution / active EE | $778 | $2,347-66.8% | $2,916-73.3% | $2,757-71.8% |
| Participant deferral / active EE | $1,184 | $3,287-64.0% | $4,323-72.6% | $4,300-72.5% |
| Admin fee / account holder | $5,889 | $4,752+23.9% | $7,360-20.0% | $6,925-15.0% |