Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $34,678 | $77,908-55.5% | $149,696-76.8% | $75,173-53.9% |
| Participation rate | 18.8% | 65.6%-46.8pp | 78.8%-60.0pp | 67.2%-48.5pp |
| Annual return | 76.53% | 31.73%+44.8pp | 134.46%-57.9pp | 160.72%-84.2pp |
| Employer contribution / active EE | $900 | $3,138-71.3% | $4,821-81.3% | $2,671-66.3% |
| Participant deferral / active EE | $1,495 | $3,411-56.2% | $5,682-73.7% | $4,126-63.8% |
| Admin fee / account holder | $883 | $5,950-85.2% | $13,212-93.3% | $5,651-84.4% |