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 | $25,441 | $48,364-47.4% | $71,796-64.6% | $62,881-59.5% |
| Participation rate | 59.7% | 60.6%-0.9pp | 69.1%-9.4pp | 69.3%-9.6pp |
| Annual return | 9.12% | 13.16%-4.0pp | 78.04%-68.9pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,337 | $2,091-36.1% | $2,794-52.1% | $3,203-58.2% |
| Admin fee / account holder | $1,241 | $3,771-67.1% | $4,815-74.2% | $4,296-71.1% |