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 | $45,295 | $94,031-51.8% | $115,768-60.9% | $82,448-45.1% |
| Participation rate | 52.8% | 70.4%-17.6pp | 74.4%-21.6pp | 68.1%-15.3pp |
| Annual return | 15.46% | 20.61%-5.2pp | 100.46%-85.0pp | 41.64%-26.2pp |
| Employer contribution / active EE | $780 | $2,323-66.4% | $2,940-73.5% | $2,551-69.4% |
| Participant deferral / active EE | $1,720 | $3,972-56.7% | $4,917-65.0% | $4,139-58.4% |
| Admin fee / account holder | $4,816 | $10,249-53.0% | $12,439-61.3% | $7,234-33.4% |