Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $47,384 | $91,198-48.0% | $178,503-73.5% | $79,856-40.7% |
| Participation rate | 64.0% | 69.2%-5.2pp | 81.9%-17.9pp | 69.6%-5.6pp |
| Annual return | 13.99% | 24.20%-10.2pp | 151.12%-137.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,107 | $3,257-66.0% | $5,011-77.9% | $2,471-55.2% |
| Participant deferral / active EE | $4,345 | $3,237+34.3% | $5,202-16.5% | $3,741+16.2% |
| Admin fee / account holder | $9,500 | $6,748+40.8% | $13,987-32.1% | $5,306+79.0% |