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 | $88,508 | $95,404-7.2% | $113,397-21.9% | $82,637+7.1% |
| Participation rate | 65.5% | 72.8%-7.3pp | 76.5%-11.0pp | 68.1%-2.5pp |
| Annual return | 12.92% | 19.08%-6.2pp | 23.20%-10.3pp | 53.51%-40.6pp |
| Employer contribution / active EE | $717 | $2,307-68.9% | $2,977-75.9% | $2,552-71.9% |
| Participant deferral / active EE | $2,145 | $4,220-49.2% | $5,076-57.7% | $4,126-48.0% |
| Admin fee / account holder | $1,440 | $9,168-84.3% | $11,957-88.0% | $7,339-80.4% |