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 | $29,099 | $93,124-68.8% | $77,100-62.3% | $134,545-78.4% |
| Participation rate | 11.8% | 74.5%-62.7pp | 67.9%-56.2pp | 81.2%-69.5pp |
| Annual return | 43.74% | 62.68%-18.9pp | 42.35%+1.4pp | 418.37%-374.6pp |
| Employer contribution / active EE | $647 | $3,421-81.1% | $2,815-77.0% | $4,742-86.4% |
| Participant deferral / active EE | $1,079 | $5,242-79.4% | $4,430-75.7% | $6,401-83.2% |
| Admin fee / account holder | $1,558 | $6,970-77.6% | $5,443-71.4% | $11,431-86.4% |