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 | $45,171 | $86,922-48.0% | $102,438-55.9% | $80,874-44.1% |
| Participation rate | 14.7% | 72.4%-57.7pp | 76.5%-61.8pp | 67.6%-52.9pp |
| Annual return | 23.32% | 18.90%+4.4pp | 29.37%-6.0pp | 35.62%-12.3pp |
| Employer contribution / active EE | $853 | $2,369-64.0% | $3,024-71.8% | $2,756-69.0% |
| Participant deferral / active EE | $2,022 | $4,119-50.9% | $5,054-60.0% | $4,297-52.9% |
| Admin fee / account holder | $53,474 | $8,050+564.3% | $9,448+466.0% | $6,935+671.0% |