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 | $62,239 | $50,972+22.1% | $88,538-29.7% | $72,975-14.7% |
| Participation rate | 48.9% | 63.4%-14.5pp | 68.7%-19.9pp | 69.5%-20.6pp |
| Annual return | 21.35% | 29.62%-8.3pp | 43.64%-22.3pp | 81.01%-59.7pp |
| Employer contribution / active EE | $1,328 | $1,475-9.9% | $2,098-36.7% | $2,440-45.6% |
| Participant deferral / active EE | $3,350 | $2,230+50.2% | $2,914+15.0% | $3,608-7.1% |
| Admin fee / account holder | $4,062 | $3,230+25.8% | $4,310-5.7% | $5,124-20.7% |