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 | $20,580 | $37,463-45.1% | $77,096-73.3% | $66,938-69.3% |
| Participation rate | 54.0% | 52.9%+1.0pp | 67.9%-14.0pp | 69.8%-15.8pp |
| Annual return | 24.42% | -3.25%+27.7pp | 42.35%-17.9pp | 1.58%+22.8pp |
| Employer contribution / active EE | $546 | $1,535-64.4% | $2,814-80.6% | $2,545-78.5% |
| Participant deferral / active EE | $3,706 | $2,621+41.4% | $4,429-16.3% | $4,238-12.6% |
| Admin fee / account holder | $828 | $568+45.8% | $5,428-84.7% | $594+39.6% |