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 | $55,952 | $86,940-35.6% | $102,434-45.4% | $80,935-30.9% |
| Participation rate | 69.2% | 72.4%-3.2pp | 76.5%-7.3pp | 67.7%+1.6pp |
| Annual return | 20.94% | 18.89%+2.1pp | 29.46%-8.5pp | 35.66%-14.7pp |
| Employer contribution / active EE | $1,434 | $2,370-39.5% | $3,023-52.6% | $2,757-48.0% |
| Participant deferral / active EE | $2,881 | $4,121-30.1% | $5,055-43.0% | $4,299-33.0% |
| Admin fee / account holder | $19,388 | $8,047+140.9% | $9,462+104.9% | $6,924+180.0% |