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 | $49,527 | $76,112-34.9% | $96,534-48.7% | $71,511-30.7% |
| Participation rate | 55.1% | 74.4%-19.3pp | 76.0%-20.9pp | 67.9%-12.9pp |
| Annual return | 17.89% | 22.81%-4.9pp | 25.88%-8.0pp | 28.86%-11.0pp |
| Employer contribution / active EE | $1,288 | $2,248-42.7% | $2,965-56.6% | $2,589-50.3% |
| Participant deferral / active EE | $2,393 | $4,217-43.3% | $4,851-50.7% | $4,291-44.2% |
| Admin fee / account holder | $3,422 | $2,708+26.3% | $8,253-58.5% | $1,588+115.4% |