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 | $19,388 | $91,167-78.7% | $178,498-89.1% | $79,858-75.7% |
| Participation rate | 63.1% | 69.2%-6.1pp | 81.9%-18.8pp | 69.6%-6.5pp |
| Annual return | 16.98% | 24.19%-7.2pp | 151.09%-134.1pp | 31.72%-14.7pp |
| Employer contribution / active EE | $1,447 | $3,255-55.6% | $5,011-71.1% | $2,471-41.5% |
| Participant deferral / active EE | $1,499 | $3,236-53.7% | $5,202-71.2% | $3,740-59.9% |
| Admin fee / account holder | $4,257 | $6,747-36.9% | $13,985-69.6% | $5,306-19.8% |