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 | $43,114 | $77,814-44.6% | $158,223-72.8% | $86,983-50.4% |
| Participation rate | 64.5% | 68.4%-3.9pp | 79.2%-14.7pp | 69.5%-5.0pp |
| Annual return | 12.66% | 30.54%-17.9pp | 52.09%-39.4pp | 25.83%-13.2pp |
| Employer contribution / active EE | $1,505 | $2,592-42.0% | $4,109-63.4% | $2,584-41.8% |
| Participant deferral / active EE | $3,023 | $3,270-7.6% | $5,467-44.7% | $4,194-27.9% |
| Admin fee / account holder | $2,802 | $5,879-52.3% | $16,047-82.5% | $7,856-64.3% |