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 | $35,504 | $54,541-34.9% | $78,778-54.9% | $70,126-49.4% |
| Participation rate | 59.3% | 60.8%-1.5pp | 69.2%-9.9pp | 69.5%-10.3pp |
| Annual return | 58.00% | 21.07%+36.9pp | 35.62%+22.4pp | 73.15%-15.1pp |
| Employer contribution / active EE | $534 | $1,089-50.9% | $1,986-73.1% | $2,343-77.2% |
| Participant deferral / active EE | $1,642 | $2,210-25.7% | $2,958-44.5% | $3,332-50.7% |
| Admin fee / account holder | $2,047 | $3,709-44.8% | $5,134-60.1% | $4,645-55.9% |