Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $80,387 | $185,312-56.6% | $161,489-50.2% | $154,746-48.1% |
| Participation rate | 46.7% | 82.5%-35.8pp | 78.7%-32.0pp | 80.7%-34.0pp |
| Annual return | 15.79% | 103.84%-88.1pp | 89.72%-73.9pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,344 | $4,769-71.8% | $4,268-68.5% | $4,379-69.3% |
| Participant deferral / active EE | $5,284 | $6,350-16.8% | $5,630-6.1% | $6,730-21.5% |
| Admin fee / account holder | $470 | $18,654-97.5% | $16,006-97.1% | $14,365-96.7% |