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 | $60,521 | $101,763-40.5% | $164,866-63.3% | $80,874-25.2% |
| Participation rate | 44.2% | 71.8%-27.6pp | 78.6%-34.4pp | 67.6%-23.4pp |
| Annual return | 14.31% | 16.73%-2.4pp | 69.97%-55.7pp | 35.62%-21.3pp |
| Employer contribution / active EE | $1,937 | $2,954-34.4% | $4,343-55.4% | $2,756-29.7% |
| Participant deferral / active EE | $4,234 | $4,477-5.4% | $6,033-29.8% | $4,297-1.5% |
| Admin fee / account holder | $2,170 | $8,228-73.6% | $12,689-82.9% | $6,935-68.7% |