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 | $43,967 | $86,938-49.4% | $102,423-57.1% | $80,925-45.7% |
| Participation rate | 67.6% | 72.4%-4.7pp | 76.5%-8.9pp | 67.7%0pp |
| Annual return | 11.20% | 18.89%-7.7pp | 29.42%-18.2pp | 35.65%-24.5pp |
| Employer contribution / active EE | $1,389 | $2,369-41.4% | $3,023-54.0% | $2,756-49.6% |
| Participant deferral / active EE | $2,577 | $4,120-37.5% | $5,054-49.0% | $4,299-40.0% |
| Admin fee / account holder | $606 | $8,053-92.5% | $9,455-93.6% | $6,940-91.3% |