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 | $24,595 | $43,075-42.9% | $74,577-67.0% | $62,881-60.9% |
| Participation rate | 52.3% | 58.1%-5.8pp | 68.1%-15.8pp | 69.3%-17.0pp |
| Annual return | 7.56% | 17.50%-9.9pp | 20.47%-12.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $631 | $1,498-57.9% | $2,525-75.0% | $2,281-72.4% |
| Participant deferral / active EE | $1,407 | $2,389-41.1% | $3,458-59.3% | $3,203-56.1% |
| Admin fee / account holder | $2,290 | $2,840-19.4% | $4,138-44.7% | $4,296-46.7% |