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 | $67,658 | $181,898-62.8% | $156,552-56.8% | $273,970-75.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 10.49% | 30.74%-20.2pp | 32.23%-21.7pp | 41.46%-31.0pp |
| Employer contribution / active EE | $3,445 | $6,248-44.9% | $5,501-37.4% | $4,869-29.2% |
| Participant deferral / active EE | $7,096 | $5,550+27.9% | $4,871+45.7% | $5,287+34.2% |
| Admin fee / account holder | $319 | $15,560-98.0% | $13,028-97.6% | $10,132-96.9% |