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 | $15,015 | $84,236-82.2% | $170,435-91.2% | $70,126-78.6% |
| Participation rate | 57.1% | 70.8%-13.7pp | 83.6%-26.5pp | 69.5%-12.4pp |
| Annual return | 14.27% | 23.06%-8.8pp | 205.94%-191.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $609 | $3,387-82.0% | $5,432-88.8% | $2,343-74.0% |
| Participant deferral / active EE | $864 | $3,086-72.0% | $4,939-82.5% | $3,332-74.1% |
| Admin fee / account holder | $2,038 | $5,698-64.2% | $13,881-85.3% | $4,645-56.1% |