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 | $18,848 | $96,956-80.6% | $69,779-73.0% | $273,972-93.1% |
| Participation rate | 46.7% | 77.1%-30.4pp | 71.8%-25.2pp | 83.0%-36.3pp |
| Annual return | 3.61% | 12.93%-9.3pp | 12.99%-9.4pp | 41.46%-37.8pp |
| Employer contribution / active EE | $439 | $3,316-86.8% | $2,338-81.2% | $4,869-91.0% |
| Participant deferral / active EE | $1,141 | $3,744-69.5% | $2,931-61.1% | $5,287-78.4% |
| Admin fee / account holder | $3,378 | $7,934-57.4% | $4,381-22.9% | $10,133-66.7% |