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 | $78,722 | $87,834-10.4% | $133,975-41.2% | $62,881+25.2% |
| Participation rate | 65.6% | 83.4%-17.8pp | 87.1%-21.5pp | 69.3%-3.7pp |
| Annual return | 8.43% | 12.05%-3.6pp | 29.29%-20.9pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,093 | $3,482-11.2% | $5,211-40.7% | $2,281+35.6% |
| Participant deferral / active EE | $6,126 | $4,812+27.3% | $6,282-2.5% | $3,203+91.3% |
| Admin fee / account holder | $6,645 | $5,372+23.7% | $9,324-28.7% | $4,296+54.7% |