Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $98,119 | $99,994-1.9% | $146,647-33.1% | $85,851+14.3% |
| Participation rate | 68.0% | 73.1%-5.1pp | 80.1%-12.1pp | 69.3%-1.3pp |
| Annual return | 20.06% | 18.93%+1.1pp | 22.75%-2.7pp | 318.63%-298.6pp |
| Employer contribution / active EE | $1,466 | $2,559-42.7% | $4,137-64.6% | $2,565-42.9% |
| Participant deferral / active EE | $2,827 | $4,006-29.4% | $5,506-48.7% | $3,952-28.5% |
| Admin fee / account holder | $4,726 | $7,703-38.6% | $10,281-54.0% | $6,261-24.5% |