Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $42,124 | $71,215-40.9% | $93,696-55.0% | $80,935-48.0% |
| Participation rate | 42.4% | 60.4%-18.0pp | 68.7%-26.3pp | 67.7%-25.2pp |
| Annual return | 16.99% | 11.27%+5.7pp | 133.74%-116.8pp | 35.66%-18.7pp |
| Employer contribution / active EE | $1,197 | $1,565-23.5% | $2,422-50.6% | $2,757-56.6% |
| Participant deferral / active EE | $2,188 | $4,037-45.8% | $4,417-50.5% | $4,299-49.1% |
| Admin fee / account holder | $1,194 | $6,958-82.8% | $8,287-85.6% | $6,924-82.8% |