Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,386 | $57,590-80.2% | $86,233-86.8% | $82,448-86.2% |
| Participation rate | 31.3% | 57.9%-26.6pp | 69.0%-37.8pp | 68.1%-36.8pp |
| Annual return | 21.67% | 22.41%-0.7pp | 61.39%-39.7pp | 41.64%-20.0pp |
| Employer contribution / active EE | $814 | $1,655-50.9% | $2,504-67.5% | $2,551-68.1% |
| Participant deferral / active EE | $1,739 | $3,080-43.5% | $4,559-61.8% | $4,139-58.0% |
| Admin fee / account holder | $1,267 | $4,730-73.2% | $8,342-84.8% | $7,234-82.5% |