Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $32,812 | $29,051+12.9% | $52,425-37.4% | $67,986-51.7% |
| Participation rate | 12.5% | 30.4%-17.9pp | 55.6%-43.1pp | 57.2%-44.7pp |
| Annual return | 22.84% | 24.00%-1.2pp | 302.12%-279.3pp | 31.67%-8.8pp |
| Employer contribution / active EE | $320 | $412-22.3% | $914-65.0% | $2,019-84.1% |
| Participant deferral / active EE | $758 | $873-13.1% | $1,790-57.6% | $3,358-77.4% |
| Admin fee / account holder | $312 | $2,113-85.2% | $2,495-87.5% | $3,203-90.3% |