Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,308 | $51,638-62.6% | $68,368-71.8% | $82,448-76.6% |
| Participation rate | 58.1% | 63.6%-5.5pp | 73.8%-15.7pp | 68.1%-10.0pp |
| Annual return | 13.83% | 37.53%-23.7pp | 292.57%-278.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $658 | $2,047-67.9% | $2,649-75.2% | $2,551-74.2% |
| Participant deferral / active EE | $1,689 | $2,914-42.0% | $4,123-59.0% | $4,139-59.2% |
| Admin fee / account holder | $2,025 | $4,643-56.4% | $5,150-60.7% | $7,234-72.0% |