Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,905 | $57,073-54.6% | $85,126-69.6% | $80,925-68.0% |
| Participation rate | 39.5% | 56.4%-16.9pp | 67.5%-28.0pp | 67.7%-28.2pp |
| Annual return | 11.51% | 21.69%-10.2pp | 66.63%-55.1pp | 35.65%-24.1pp |
| Employer contribution / active EE | $1,651 | $1,801-8.3% | $2,731-39.5% | $2,756-40.1% |
| Participant deferral / active EE | $1,651 | $3,113-47.0% | $4,523-63.5% | $4,299-61.6% |
| Admin fee / account holder | $7,932 | $4,988+59.0% | $6,160+28.8% | $6,940+14.3% |