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 | $36,113 | $215,361-83.2% | $171,082-78.9% | $273,972-86.8% |
| Participation rate | 40.0% | 82.0%-42.0pp | 76.7%-36.7pp | 83.0%-43.0pp |
| Annual return | 2.13% | 25.14%-23.0pp | 32.56%-30.4pp | 41.46%-39.3pp |
| Employer contribution / active EE | $567 | $4,967-88.6% | $4,002-85.8% | $4,869-88.4% |
| Participant deferral / active EE | $1,224 | $5,543-77.9% | $4,797-74.5% | $5,287-76.8% |
| Admin fee / account holder | $4,777 | $10,846-56.0% | $8,520-43.9% | $10,133-52.9% |