Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $86,821 | $95,453-9.0% | $112,040-22.5% | $82,448+5.3% |
| Participation rate | 36.5% | 72.8%-36.2pp | 76.5%-40.0pp | 68.1%-31.5pp |
| Annual return | 16.14% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $759 | $2,318-67.2% | $2,954-74.3% | $2,551-70.2% |
| Participant deferral / active EE | $5,433 | $4,224+28.6% | $5,098+6.6% | $4,139+31.2% |
| Admin fee / account holder | $5,977 | $9,013-33.7% | $12,098-50.6% | $7,234-17.4% |