Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,948 | $55,902-39.3% | $76,030-55.3% | $80,959-58.1% |
| Participation rate | 36.0% | 62.1%-26.1pp | 69.1%-33.1pp | 67.7%-31.7pp |
| Annual return | 13.54% | 20.59%-7.0pp | 361.54%-348.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,206 | $1,867-35.4% | $2,688-55.1% | $2,757-56.3% |
| Participant deferral / active EE | $2,104 | $3,051-31.0% | $4,257-50.6% | $4,300-51.1% |
| Admin fee / account holder | $368 | $5,239-93.0% | $6,421-94.3% | $6,925-94.7% |