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 | $28,401 | $77,962-63.6% | $178,540-84.1% | $80,935-64.9% |
| Participation rate | 59.6% | 65.7%-6.1pp | 77.1%-17.5pp | 67.7%-8.1pp |
| Annual return | 14.62% | 18.10%-3.5pp | 27.15%-12.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $985 | $2,280-56.8% | $3,953-75.1% | $2,757-64.3% |
| Participant deferral / active EE | $3,139 | $4,404-28.7% | $6,281-50.0% | $4,299-27.0% |
| Admin fee / account holder | $6,712 | $7,156-6.2% | $10,424-35.6% | $6,924-3.1% |