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 | $81,160 | $77,638+4.5% | $156,551-48.2% | $62,881+29.1% |
| Participation rate | 41.7% | 71.2%-29.5pp | 84.0%-42.3pp | 69.3%-27.6pp |
| Annual return | 8.59% | 50.33%-41.7pp | 32.23%-23.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,539 | $3,444-55.3% | $5,501-72.0% | $2,281-32.5% |
| Participant deferral / active EE | $3,410 | $3,046+12.0% | $4,871-30.0% | $3,203+6.5% |
| Admin fee / account holder | $5,473 | $5,561-1.6% | $13,028-58.0% | $4,296+27.4% |