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 | $38,317 | $82,882-53.8% | $127,803-70.0% | $72,976-47.5% |
| Participation rate | 51.5% | 71.5%-20.0pp | 79.0%-27.5pp | 69.5%-18.0pp |
| Annual return | 17.82% | 32.20%-14.4pp | 26.14%-8.3pp | 81.02%-63.2pp |
| Employer contribution / active EE | $1,918 | $3,346-42.7% | $4,576-58.1% | $2,440-21.4% |
| Participant deferral / active EE | $2,811 | $4,791-41.3% | $6,023-53.3% | $3,608-22.1% |
| Admin fee / account holder | $27,284 | $6,487+320.6% | $9,399+190.3% | $5,124+432.5% |