Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $54,687 | $59,440-8.0% | $78,004-29.9% | $82,637-33.8% |
| Participation rate | 64.0% | 62.8%+1.2pp | 69.4%-5.4pp | 68.1%-4.1pp |
| Annual return | 16.90% | 40.24%-23.3pp | 31.07%-14.2pp | 53.51%-36.6pp |
| Employer contribution / active EE | $883 | $1,750-49.6% | $2,469-64.3% | $2,552-65.4% |
| Participant deferral / active EE | $6,601 | $3,138+110.3% | $4,092+61.3% | $4,126+60.0% |
| Admin fee / account holder | $2,764 | $5,504-49.8% | $7,578-63.5% | $7,339-62.3% |