Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,755 | $51,638-67.6% | $68,368-75.5% | $82,448-79.7% |
| Participation rate | 63.9% | 63.6%+0.3pp | 73.8%-9.9pp | 68.1%-4.2pp |
| Annual return | 18.78% | 37.53%-18.8pp | 292.57%-273.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,259 | $2,047-38.5% | $2,649-52.5% | $2,551-50.6% |
| Participant deferral / active EE | $2,473 | $2,914-15.1% | $4,123-40.0% | $4,139-40.3% |
| Admin fee / account holder | $405 | $4,643-91.3% | $5,150-92.1% | $7,234-94.4% |