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 | $18,913 | $161,352-88.3% | $134,172-85.9% | $137,256-86.2% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.5%-22.5pp | 80.0%-30.0pp |
| Annual return | 13.81% | 28.72%-14.9pp | 25.30%-11.5pp | 220.34%-206.5pp |
| Employer contribution / active EE | $939 | $4,099-77.1% | $3,420-72.5% | $4,156-77.4% |
| Participant deferral / active EE | $1,607 | $5,552-71.1% | $4,690-65.7% | $6,407-74.9% |
| Admin fee / account holder | $1,527 | $15,028-89.8% | $12,016-87.3% | $12,270-87.6% |