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 | $89,724 | $95,453-6.0% | $112,040-19.9% | $82,448+8.8% |
| Participation rate | 52.4% | 72.8%-20.3pp | 76.5%-24.1pp | 68.1%-15.6pp |
| Annual return | 16.47% | 23.92%-7.4pp | 24.52%-8.0pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,698 | $2,318-26.8% | $2,954-42.5% | $2,551-33.4% |
| Participant deferral / active EE | $3,111 | $4,224-26.3% | $5,098-39.0% | $4,139-24.8% |
| Admin fee / account holder | $4,084 | $9,013-54.7% | $12,098-66.2% | $7,234-43.6% |