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 | $37,240 | $45,050-17.3% | $63,018-40.9% | $70,126-46.9% |
| Participation rate | 55.3% | 69.5%-14.2pp | 74.8%-19.5pp | 69.5%-14.3pp |
| Annual return | 16.73% | 18.76%-2.0pp | 87.62%-70.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $1,159 | $2,052-43.5% | $2,761-58.0% | $2,343-50.5% |
| Participant deferral / active EE | $2,331 | $2,466-5.5% | $3,330-30.0% | $3,332-30.0% |
| Admin fee / account holder | $2,216 | $2,834-21.8% | $3,601-38.4% | $4,645-52.3% |