Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $61,681 | $114,119-46.0% | $107,187-42.5% | $138,895-55.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 17.11% | 273.21%-256.1pp | 204.55%-187.4pp | 145.39%-128.3pp |
| Employer contribution / active EE | $2,090 | $4,059-48.5% | $3,782-44.7% | $4,194-50.2% |
| Participant deferral / active EE | $12,315 | $5,538+122.4% | $5,096+141.7% | $6,396+92.5% |
| Admin fee / account holder | $6,669 | $10,024-33.5% | $9,162-27.2% | $12,562-46.9% |