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 | $26,408 | $56,894-53.6% | $84,753-68.8% | $62,881-58.0% |
| Participation rate | 47.3% | 68.5%-21.2pp | 76.6%-29.3pp | 69.3%-22.0pp |
| Annual return | 26.32% | 6.30%+20.0pp | 22.78%+3.5pp | 20.14%+6.2pp |
| Employer contribution / active EE | $735 | $2,400-69.4% | $3,574-79.5% | $2,281-67.8% |
| Participant deferral / active EE | $1,727 | $2,709-36.3% | $3,712-53.5% | $3,203-46.1% |
| Admin fee / account holder | $2,189 | $3,581-38.9% | $5,333-58.9% | $4,296-49.0% |