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 | $23,037 | $29,733-22.5% | $56,025-58.9% | $80,959-71.5% |
| Participation rate | 23.8% | 41.7%-17.9pp | 52.5%-28.7pp | 67.7%-43.9pp |
| Annual return | 14.73% | 35.28%-20.6pp | 1712.69%-1698.0pp | 35.67%-20.9pp |
| Employer contribution / active EE | $311 | $672-53.7% | $1,042-70.1% | $2,757-88.7% |
| Participant deferral / active EE | $1,057 | $1,229-14.0% | $1,955-45.9% | $4,300-75.4% |
| Admin fee / account holder | $659 | $2,434-72.9% | $2,828-76.7% | $6,925-90.5% |