Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,027 | $55,453-58.5% | $170,435-86.5% | $62,293-63.0% |
| Participation rate | 41.9% | 66.4%-24.5pp | 83.6%-41.7pp | 69.5%-27.7pp |
| Annual return | 17.20% | 21.38%-4.2pp | 205.94%-188.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $905 | $2,164-58.2% | $5,432-83.3% | $2,042-55.7% |
| Participant deferral / active EE | $1,491 | $2,303-35.2% | $4,939-69.8% | $3,169-52.9% |
| Admin fee / account holder | $1,807 | $455+297.0% | $13,881-87.0% | $479+276.9% |