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 | $84,398 | $71,230+18.5% | $93,727-10.0% | $80,959+4.2% |
| Participation rate | 68.1% | 60.4%+7.7pp | 68.7%-0.6pp | 67.7%+0.4pp |
| Annual return | 16.90% | 11.26%+5.6pp | 133.83%-116.9pp | 35.67%-18.8pp |
| Employer contribution / active EE | $900 | $1,565-42.5% | $2,421-62.8% | $2,757-67.4% |
| Participant deferral / active EE | $4,120 | $4,037+2.0% | $4,417-6.7% | $4,300-4.2% |
| Admin fee / account holder | $3,134 | $6,961-55.0% | $8,292-62.2% | $6,925-54.7% |