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 | $93,423 | $57,590+62.2% | $86,233+8.3% | $82,448+13.3% |
| Participation rate | 44.0% | 57.9%-13.9pp | 69.0%-25.1pp | 68.1%-24.1pp |
| Annual return | 17.33% | 22.41%-5.1pp | 61.39%-44.1pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,224 | $1,655-26.0% | $2,504-51.1% | $2,551-52.0% |
| Participant deferral / active EE | $2,356 | $3,080-23.5% | $4,559-48.3% | $4,139-43.1% |
| Admin fee / account holder | $4,466 | $4,730-5.6% | $8,342-46.5% | $7,234-38.3% |