Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,624 | $93,598-74.8% | $135,974-82.6% | $75,173-68.6% |
| Participation rate | 58.1% | 75.2%-17.1pp | 81.9%-23.9pp | 67.2%-9.1pp |
| Annual return | 19.33% | 30.89%-11.6pp | 68.30%-49.0pp | 160.72%-141.4pp |
| Employer contribution / active EE | $1,171 | $3,538-66.9% | $4,859-75.9% | $2,671-56.2% |
| Participant deferral / active EE | $3,392 | $6,405-47.0% | $7,760-56.3% | $4,126-17.8% |
| Admin fee / account holder | $445 | $6,978-93.6% | $10,767-95.9% | $5,651-92.1% |