Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,023 | $81,358-84.0% | $155,556-91.6% | $80,959-83.9% |
| Participation rate | 43.5% | 66.3%-22.7pp | 78.2%-34.7pp | 67.7%-24.1pp |
| Annual return | 25.10% | 33.39%-8.3pp | 64.84%-39.7pp | 35.67%-10.6pp |
| Employer contribution / active EE | $875 | $3,106-71.8% | $4,675-81.3% | $2,757-68.3% |
| Participant deferral / active EE | $1,333 | $3,455-61.4% | $5,631-76.3% | $4,300-69.0% |
| Admin fee / account holder | $328 | $7,994-95.9% | $15,885-97.9% | $6,925-95.3% |