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 | $85,769 | $165,399-48.1% | $149,745-42.7% | $158,982-46.1% |
| Participation rate | 53.3% | 84.6%-31.2pp | 82.5%-29.1pp | 82.0%-28.6pp |
| Annual return | 13.73% | 348.34%-334.6pp | 276.72%-263.0pp | 302.99%-289.3pp |
| Employer contribution / active EE | $2,025 | $5,105-60.3% | $4,646-56.4% | $4,763-57.5% |
| Participant deferral / active EE | $3,418 | $7,183-52.4% | $6,843-50.1% | $5,983-42.9% |
| Admin fee / account holder | $4,807 | $10,811-55.5% | $9,312-48.4% | $11,252-57.3% |