Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $71,231 | $81,446-12.5% | $103,374-31.1% | $80,874-11.9% |
| Participation rate | 61.3% | 66.9%-5.6pp | 74.5%-13.2pp | 67.6%-6.4pp |
| Annual return | 11.11% | 25.57%-14.5pp | 24.89%-13.8pp | 35.62%-24.5pp |
| Employer contribution / active EE | $5,619 | $3,107+80.8% | $3,869+45.2% | $2,756+103.9% |
| Participant deferral / active EE | $2,355 | $3,870-39.2% | $5,058-53.4% | $4,297-45.2% |
| Admin fee / account holder | $2,256 | $6,715-66.4% | $8,394-73.1% | $6,935-67.5% |