Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,510 | $91,198-79.7% | $178,503-89.6% | $79,856-76.8% |
| Participation rate | 51.2% | 69.2%-18.0pp | 81.9%-30.7pp | 69.6%-18.5pp |
| Annual return | 19.61% | 24.20%-4.6pp | 151.12%-131.5pp | 31.71%-12.1pp |
| Employer contribution / active EE | $989 | $3,257-69.6% | $5,011-80.3% | $2,471-60.0% |
| Participant deferral / active EE | $2,024 | $3,237-37.5% | $5,202-61.1% | $3,741-45.9% |
| Admin fee / account holder | $490 | $6,748-92.7% | $13,987-96.5% | $5,306-90.8% |