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 | $73,022 | $95,404-23.5% | $113,397-35.6% | $82,637-11.6% |
| Participation rate | 63.9% | 72.8%-8.9pp | 76.5%-12.6pp | 68.1%-4.2pp |
| Annual return | 28.42% | 19.08%+9.3pp | 23.20%+5.2pp | 53.51%-25.1pp |
| Employer contribution / active EE | $3,211 | $2,307+39.2% | $2,977+7.9% | $2,552+25.8% |
| Participant deferral / active EE | $7,134 | $4,220+69.1% | $5,076+40.5% | $4,126+72.9% |
| Admin fee / account holder | $18,008 | $9,168+96.4% | $11,957+50.6% | $7,339+145.4% |