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 | $60,605 | $78,707-23.0% | $117,861-48.6% | $70,126-13.6% |
| Participation rate | 68.4% | 73.2%-4.8pp | 79.7%-11.2pp | 69.5%-1.1pp |
| Annual return | 24.53% | 23.30%+1.2pp | 335.11%-310.6pp | 73.15%-48.6pp |
| Employer contribution / active EE | $551 | $2,223-75.2% | $3,786-85.4% | $2,343-76.5% |
| Participant deferral / active EE | $2,918 | $3,297-11.5% | $4,482-34.9% | $3,332-12.4% |
| Admin fee / account holder | $1,360 | $5,066-73.2% | $8,021-83.0% | $4,645-70.7% |