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 | $112,886 | $181,896-37.9% | $156,551-27.9% | $273,972-58.8% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 8.32% | 30.74%-22.4pp | 32.23%-23.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $2,085 | $6,248-66.6% | $5,501-62.1% | $4,869-57.2% |
| Participant deferral / active EE | $4,850 | $5,550-12.6% | $4,871-0.4% | $5,287-8.3% |
| Admin fee / account holder | $12,056 | $15,560-22.5% | $13,028-7.5% | $10,133+19.0% |