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 | $62,823 | $127,387-50.7% | $115,038-45.4% | $125,389-49.9% |
| Participation rate | 55.0% | 84.2%-29.2pp | 81.4%-26.4pp | 83.2%-28.2pp |
| Annual return | -1.02% | 31.28%-32.3pp | 26.14%-27.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,966 | $5,166-61.9% | $4,608-57.3% | $4,866-59.6% |
| Participant deferral / active EE | $6,596 | $6,423+2.7% | $6,026+9.5% | $5,352+23.3% |
| Admin fee / account holder | $7,989 | $9,516-16.1% | $8,175-2.3% | $9,541-16.3% |