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 | $35,224 | $93,064-62.2% | $74,577-52.8% | $273,972-87.1% |
| Participation rate | 21.4% | 74.9%-53.5pp | 68.1%-46.7pp | 83.0%-61.6pp |
| Annual return | 9.85% | 26.18%-16.3pp | 20.47%-10.6pp | 41.46%-31.6pp |
| Employer contribution / active EE | $972 | $3,160-69.2% | $2,525-61.5% | $4,869-80.0% |
| Participant deferral / active EE | $2,327 | $4,160-44.1% | $3,458-32.7% | $5,287-56.0% |
| Admin fee / account holder | $335 | $5,273-93.6% | $4,138-91.9% | $10,133-96.7% |