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 | $70,901 | $185,312-61.7% | $161,489-56.1% | $154,746-54.2% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 14.46% | 103.84%-89.4pp | 89.72%-75.3pp | 172.34%-157.9pp |
| Employer contribution / active EE | $2,859 | $4,769-40.1% | $4,268-33.0% | $4,379-34.7% |
| Participant deferral / active EE | $4,171 | $6,350-34.3% | $5,630-25.9% | $6,730-38.0% |
| Admin fee / account holder | $23,960 | $18,654+28.4% | $16,006+49.7% | $14,365+66.8% |