Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,036 | $81,504-60.7% | $102,437-68.7% | $80,959-60.4% |
| Participation rate | 52.8% | 66.9%-14.1pp | 74.5%-21.7pp | 67.7%-14.9pp |
| Annual return | 14.29% | 25.60%-11.3pp | 24.95%-10.7pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,354 | $3,104-56.4% | $3,871-65.0% | $2,757-50.9% |
| Participant deferral / active EE | $1,889 | $3,871-51.2% | $5,060-62.7% | $4,300-56.1% |
| Admin fee / account holder | $695 | $6,719-89.7% | $8,388-91.7% | $6,925-90.0% |