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 | $11,145 | $22,602-50.7% | $65,583-83.0% | $75,177-85.2% |
| Participation rate | 46.8% | 63.1%-16.3pp | 65.0%-18.2pp | 67.2%-20.4pp |
| Annual return | 32.21% | 71.13%-38.9pp | 47.46%-15.3pp | 160.75%-128.5pp |
| Employer contribution / active EE | $1,207 | $941+28.3% | $1,692-28.7% | $2,671-54.8% |
| Participant deferral / active EE | $2,001 | $1,695+18.1% | $2,833-29.4% | $4,126-51.5% |
| Admin fee / account holder | $494 | $1,877-73.7% | $4,112-88.0% | $5,651-91.3% |