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 | $33,877 | $89,370-62.1% | $141,197-76.0% | $72,976-53.6% |
| Participation rate | 55.6% | 75.1%-19.6pp | 82.5%-26.9pp | 69.5%-13.9pp |
| Annual return | 136.42% | 111.88%+24.5pp | 71.41%+65.0pp | 81.02%+55.4pp |
| Employer contribution / active EE | $1,073 | $3,115-65.5% | $4,736-77.3% | $2,440-56.0% |
| Participant deferral / active EE | $4,058 | $5,419-25.1% | $6,710-39.5% | $3,608+12.5% |
| Admin fee / account holder | $4,006 | $5,957-32.8% | $10,265-61.0% | $5,124-21.8% |