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 | $28,351 | $72,177-60.7% | $115,037-75.4% | $59,633-52.5% |
| Participation rate | 53.7% | 72.6%-18.9pp | 81.4%-27.7pp | 68.7%-15.0pp |
| Annual return | 3.06% | 12.02%-9.0pp | 26.14%-23.1pp | 2041.40%-2038.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,950 | $4,783-17.4% | $6,026-34.5% | $3,192+23.8% |
| Admin fee / account holder | $1,314 | $4,927-73.3% | $8,175-83.9% | $4,297-69.4% |