Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $43,817 | $57,119-23.3% | $85,187-48.6% | $80,935-45.9% |
| Participation rate | 46.2% | 56.4%-10.3pp | 67.5%-21.4pp | 67.7%-21.5pp |
| Annual return | 12.27% | 21.70%-9.4pp | 66.67%-54.4pp | 35.66%-23.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,020 | $3,115+29.1% | $4,525-11.2% | $4,299-6.5% |
| Admin fee / account holder | $6,046 | $4,990+21.2% | $6,162-1.9% | $6,924-12.7% |