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 | $74,112 | $72,269+2.5% | $101,271-26.8% | $79,852-7.2% |
| Participation rate | 68.9% | 68.5%+0.5pp | 75.8%-6.9pp | 69.6%-0.7pp |
| Annual return | 20.86% | 22.29%-1.4pp | 46.48%-25.6pp | 31.72%-10.9pp |
| Employer contribution / active EE | $1,442 | $2,692-46.4% | $3,660-60.6% | $2,471-41.7% |
| Participant deferral / active EE | $5,396 | $3,282+64.4% | $4,371+23.5% | $3,740+44.3% |
| Admin fee / account holder | $919 | $4,401-79.1% | $5,948-84.6% | $5,306-82.7% |