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 | $78,407 | $73,787+6.3% | $98,716-20.6% | $82,448-4.9% |
| Participation rate | 66.1% | 61.4%+4.7pp | 69.3%-3.2pp | 68.1%-2.0pp |
| Annual return | 13.17% | 18.57%-5.4pp | 31.81%-18.6pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,617 | $1,511+7.0% | $2,279-29.0% | $2,551-36.6% |
| Participant deferral / active EE | $4,115 | $3,081+33.6% | $4,048+1.7% | $4,139-0.6% |
| Admin fee / account holder | $15,157 | $6,500+133.2% | $8,703+74.2% | $7,234+109.5% |