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 | $14,384 | $94,439-84.8% | $73,658-80.5% | $154,746-90.7% |
| Participation rate | 40.0% | 64.7%-24.7pp | 57.0%-17.0pp | 80.7%-40.7pp |
| Annual return | 22.80% | 28.25%-5.4pp | 29.72%-6.9pp | 172.34%-149.5pp |
| Employer contribution / active EE | $752 | $1,257-40.2% | $1,032-27.2% | $4,379-82.8% |
| Participant deferral / active EE | $2,907 | $2,527+15.0% | $2,062+41.0% | $6,730-56.8% |
| Admin fee / account holder | $795 | $3,843-79.3% | $3,357-76.3% | $14,365-94.5% |