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 | $69,703 | $101,795-31.5% | $165,100-57.8% | $80,959-13.9% |
| Participation rate | 62.5% | 71.8%-9.3pp | 78.6%-16.1pp | 67.7%-5.2pp |
| Annual return | 14.37% | 16.73%-2.4pp | 70.21%-55.8pp | 35.67%-21.3pp |
| Employer contribution / active EE | $2,640 | $2,954-10.6% | $4,348-39.3% | $2,757-4.3% |
| Participant deferral / active EE | $6,034 | $4,476+34.8% | $6,0350% | $4,300+40.3% |
| Admin fee / account holder | $2,428 | $8,221-70.5% | $12,696-80.9% | $6,925-64.9% |