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 | $57,216 | $86,949-34.2% | $102,460-44.2% | $80,959-29.3% |
| Participation rate | 33.9% | 72.4%-38.5pp | 76.5%-42.6pp | 67.7%-33.8pp |
| Annual return | 13.01% | 18.89%-5.9pp | 29.47%-16.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $986 | $2,370-58.4% | $3,025-67.4% | $2,757-64.3% |
| Participant deferral / active EE | $2,361 | $4,121-42.7% | $5,056-53.3% | $4,300-45.1% |
| Admin fee / account holder | $10,257 | $8,048+27.5% | $9,460+8.4% | $6,925+48.1% |