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 | $116,046 | $99,875+16.2% | $146,866-21.0% | $86,983+33.4% |
| Participation rate | 64.3% | 75.8%-11.5pp | 82.5%-18.2pp | 69.5%-5.3pp |
| Annual return | 14.08% | 28.10%-14.0pp | 102.85%-88.8pp | 25.83%-11.7pp |
| Employer contribution / active EE | $3,024 | $3,224-6.2% | $4,425-31.7% | $2,584+17.0% |
| Participant deferral / active EE | $6,715 | $6,322+6.2% | $7,759-13.5% | $4,194+60.1% |
| Admin fee / account holder | $1,020 | $7,838-87.0% | $13,620-92.5% | $7,856-87.0% |