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 | $47,662 | $67,602-29.5% | $82,312-42.1% | $70,126-32.0% |
| Participation rate | 59.5% | 72.8%-13.3pp | 76.9%-17.4pp | 69.5%-10.1pp |
| Annual return | 16.48% | 21.57%-5.1pp | 25.88%-9.4pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,053 | $1,755-40.0% | $2,428-56.6% | $2,343-55.0% |
| Participant deferral / active EE | $3,735 | $2,987+25.1% | $3,706+0.8% | $3,332+12.1% |
| Admin fee / account holder | $2,937 | $4,512-34.9% | $5,608-47.6% | $4,645-36.8% |