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 | $46,287 | $135,956-66.0% | $123,894-62.6% | $273,972-83.1% |
| Participation rate | 41.7% | 84.1%-42.4pp | 81.4%-39.7pp | 83.0%-41.3pp |
| Annual return | 19.88% | 56.63%-36.7pp | 47.52%-27.6pp | 41.46%-21.6pp |
| Employer contribution / active EE | $1,059 | $5,170-79.5% | $4,617-77.1% | $4,869-78.2% |
| Participant deferral / active EE | $3,629 | $6,343-42.8% | $5,984-39.4% | $5,287-31.4% |
| Admin fee / account holder | $560 | $9,817-94.3% | $8,357-93.3% | $10,133-94.5% |