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 | $54,638 | $65,704-16.8% | $94,229-42.0% | $59,633-8.4% |
| Participation rate | 65.5% | 72.1%-6.6pp | 78.8%-13.3pp | 68.7%-3.2pp |
| Annual return | 0.28% | 5.22%-4.9pp | 10.68%-10.4pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $2,317 | $2,021+14.7% | $3,587-35.4% | $2,203+5.2% |
| Participant deferral / active EE | $7,022 | $3,143+123.4% | $4,320+62.5% | $3,192+120.0% |
| Admin fee / account holder | $1,996 | $4,265-53.2% | $6,269-68.2% | $4,297-53.6% |