Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $35,835 | $77,901-54.0% | $149,717-76.1% | $75,181-52.3% |
| Participation rate | 26.1% | 65.6%-39.5pp | 78.8%-52.7pp | 67.2%-41.1pp |
| Annual return | 14.44% | 31.73%-17.3pp | 134.41%-120.0pp | 160.69%-146.2pp |
| Employer contribution / active EE | $521 | $3,137-83.4% | $4,820-89.2% | $2,671-80.5% |
| Participant deferral / active EE | $2,177 | $3,411-36.2% | $5,682-61.7% | $4,126-47.2% |
| Admin fee / account holder | $14,113 | $5,949+137.2% | $13,213+6.8% | $5,650+149.8% |