Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $38,908 | $29,736+30.8% | $56,033-30.6% | $80,935-51.9% |
| Participation rate | 22.6% | 41.7%-19.1pp | 52.5%-29.9pp | 67.7%-45.1pp |
| Annual return | 19.34% | 35.28%-15.9pp | 1711.38%-1692.0pp | 35.66%-16.3pp |
| Employer contribution / active EE | $333 | $671-50.4% | $1,041-68.0% | $2,757-87.9% |
| Participant deferral / active EE | $1,800 | $1,228+46.5% | $1,954-7.9% | $4,299-58.1% |
| Admin fee / account holder | $1,707 | $2,434-29.9% | $2,827-39.6% | $6,924-75.4% |