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 | $62,065 | $61,816+0.4% | $97,260-36.2% | $80,935-23.3% |
| Participation rate | 64.0% | 63.5%+0.5pp | 72.7%-8.7pp | 67.7%-3.7pp |
| Annual return | 26.19% | -558.73%+584.9pp | 75.54%-49.4pp | 35.66%-9.5pp |
| Employer contribution / active EE | $2,165 | $1,836+17.9% | $2,721-20.4% | $2,757-21.5% |
| Participant deferral / active EE | $3,495 | $3,027+15.5% | $4,262-18.0% | $4,299-18.7% |
| Admin fee / account holder | $6,083 | $5,166+17.8% | $5,640+7.9% | $6,924-12.2% |