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 | $92,022 | $178,174-48.4% | $156,181-41.1% | $137,256-33.0% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.8%-23.3pp | 80.0%-24.4pp |
| Annual return | 17.45% | 84.19%-66.7pp | 64.87%-47.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,581 | $4,972-48.1% | $4,294-39.9% | $4,156-37.9% |
| Participant deferral / active EE | $3,999 | $6,888-41.9% | $6,132-34.8% | $6,407-37.6% |
| Admin fee / account holder | $698 | $17,404-96.0% | $14,586-95.2% | $12,270-94.3% |