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 | $27,251 | $46,877-41.9% | $122,354-77.7% | $70,126-61.1% |
| Participation rate | 19.4% | 58.2%-38.8pp | 71.6%-52.2pp | 69.5%-50.1pp |
| Annual return | 20.23% | 24.22%-4.0pp | 30.28%-10.0pp | 73.15%-52.9pp |
| Employer contribution / active EE | $242 | $1,288-81.2% | $4,051-94.0% | $2,343-89.7% |
| Participant deferral / active EE | $990 | $2,167-54.3% | $3,287-69.9% | $3,332-70.3% |
| Admin fee / account holder | $738 | $3,324-77.8% | $5,479-86.5% | $4,645-84.1% |