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 | $28,883 | $50,947-43.3% | $74,549-61.3% | $64,173-55.0% |
| Participation rate | 44.2% | 61.1%-16.9pp | 69.1%-25.0pp | 69.6%-25.4pp |
| Annual return | 9.49% | -1.85%+11.3pp | 32.53%-23.0pp | 7.63%+1.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,921 | $2,302-16.6% | $3,108-38.2% | $3,470-44.6% |
| Admin fee / account holder | $1,753 | $4,221-58.5% | $5,059-65.3% | $4,887-64.1% |