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 | $53,997 | $58,627-7.9% | $76,735-29.6% | $82,448-34.5% |
| Participation rate | 49.2% | 63.2%-14.0pp | 69.5%-20.3pp | 68.1%-18.9pp |
| Annual return | 14.02% | 39.10%-25.1pp | 29.77%-15.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $984 | $1,729-43.1% | $2,454-59.9% | $2,551-61.4% |
| Participant deferral / active EE | $2,388 | $3,134-23.8% | $4,088-41.6% | $4,139-42.3% |
| Admin fee / account holder | $3,693 | $5,323-30.6% | $7,189-48.6% | $7,234-49.0% |