Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $74,646 | $100,970-26.1% | $96,576-22.7% | $137,256-45.6% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 19.25% | 38.16%-18.9pp | 38.47%-19.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $5,158 | $3,809+35.4% | $3,553+45.2% | $4,156+24.1% |
| Participant deferral / active EE | $5,662 | $8,286-31.7% | $7,956-28.8% | $6,407-11.6% |
| Admin fee / account holder | $12,372 | $11,312+9.4% | $11,381+8.7% | $12,270+0.8% |