Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $39,338 | $81,331-51.6% | $155,534-74.7% | $80,935-51.4% |
| Participation rate | 34.6% | 66.3%-31.6pp | 78.2%-43.6pp | 67.7%-33.0pp |
| Annual return | 11.69% | 33.37%-21.7pp | 64.92%-53.2pp | 35.66%-24.0pp |
| Employer contribution / active EE | $825 | $3,105-73.4% | $4,675-82.4% | $2,757-70.1% |
| Participant deferral / active EE | $2,462 | $3,454-28.7% | $5,630-56.3% | $4,299-42.7% |
| Admin fee / account holder | $2,239 | $7,999-72.0% | $15,900-85.9% | $6,924-67.7% |