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 | $47,180 | $87,059-45.8% | $105,608-55.3% | $80,925-41.7% |
| Participation rate | 36.5% | 70.4%-33.9pp | 75.3%-38.7pp | 67.7%-31.1pp |
| Annual return | 14.40% | 17.05%-2.6pp | 116.50%-102.1pp | 35.65%-21.2pp |
| Employer contribution / active EE | $771 | $2,396-67.8% | $3,167-75.7% | $2,756-72.0% |
| Participant deferral / active EE | $2,139 | $3,986-46.3% | $5,010-57.3% | $4,299-50.2% |
| Admin fee / account holder | $2,078 | $8,443-75.4% | $11,028-81.2% | $6,940-70.1% |