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 | $16,174 | $86,050-81.2% | $189,758-91.5% | $94,015-82.8% |
| Participation rate | 22.9% | 68.9%-46.0pp | 79.8%-56.9pp | 70.8%-48.0pp |
| Annual return | 14.60% | 17.77%-3.2pp | 52.62%-38.0pp | 17.84%-3.2pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,732 | $3,349-48.3% | $5,856-70.4% | $4,249-59.2% |
| Admin fee / account holder | $12,255 | $6,627+84.9% | $20,388-39.9% | $8,951+36.9% |