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 | $32,493 | $124,980-74.0% | $108,359-70.0% | $154,746-79.0% |
| Participation rate | 40.9% | 75.2%-34.3pp | 70.1%-29.2pp | 80.7%-39.8pp |
| Annual return | 9.81% | 45.00%-35.2pp | 36.89%-27.1pp | 172.34%-162.5pp |
| Employer contribution / active EE | $759 | $2,851-73.4% | $2,399-68.4% | $4,379-82.7% |
| Participant deferral / active EE | $4,864 | $4,743+2.6% | $4,137+17.6% | $6,730-27.7% |
| Admin fee / account holder | $19,270 | $11,502+67.5% | $9,741+97.8% | $14,365+34.1% |