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 | $65,509 | $99,053-33.9% | $88,179-25.7% | $138,895-52.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 14.57% | 78.17%-63.6pp | 64.97%-50.4pp | 145.39%-130.8pp |
| Employer contribution / active EE | $1,253 | $2,882-56.5% | $2,549-50.9% | $4,194-70.1% |
| Participant deferral / active EE | $3,811 | $5,225-27.1% | $4,614-17.4% | $6,396-40.4% |
| Admin fee / account holder | $5,184 | $8,748-40.7% | $7,673-32.4% | $12,562-58.7% |