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 | $65,797 | $65,364+0.7% | $92,909-29.2% | $72,975-9.8% |
| Participation rate | 53.6% | 68.3%-14.7pp | 76.0%-22.4pp | 69.5%-15.9pp |
| Annual return | 22.30% | 42.11%-19.8pp | 109.44%-87.1pp | 81.01%-58.7pp |
| Employer contribution / active EE | $2,587 | $2,594-0.3% | $3,653-29.2% | $2,440+6.0% |
| Participant deferral / active EE | $4,309 | $3,128+37.8% | $4,238+1.7% | $3,608+19.4% |
| Admin fee / account holder | $389 | $4,251-90.8% | $5,795-93.3% | $5,124-92.4% |