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 | $84,497 | $86,298-2.1% | $111,308-24.1% | $85,847-1.6% |
| Participation rate | 54.7% | 73.3%-18.6pp | 77.3%-22.6pp | 69.3%-14.6pp |
| Annual return | 12.15% | 19.99%-7.8pp | 54.67%-42.5pp | 318.61%-306.5pp |
| Employer contribution / active EE | $1,116 | $2,044-45.4% | $2,732-59.1% | $2,565-56.5% |
| Participant deferral / active EE | $1,945 | $3,641-46.6% | $4,487-56.7% | $3,952-50.8% |
| Admin fee / account holder | $8,240 | $8,189+0.6% | $7,965+3.5% | $6,261+31.6% |