Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $17,491 | $58,311-70.0% | $81,882-78.6% | $80,959-78.4% |
| Participation rate | 37.1% | 63.5%-26.4pp | 72.4%-35.3pp | 67.7%-30.6pp |
| Annual return | 10.85% | 41.85%-31.0pp | 779.47%-768.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $810 | $2,347-65.5% | $2,916-72.2% | $2,757-70.6% |
| Participant deferral / active EE | $1,708 | $3,287-48.0% | $4,323-60.5% | $4,300-60.3% |
| Admin fee / account holder | $3,500 | $4,752-26.4% | $7,360-52.4% | $6,925-49.5% |