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 | $57,748 | $156,398-63.1% | $147,318-60.8% | $138,895-58.4% |
| Participation rate | 58.8% | 83.8%-24.9pp | 82.1%-23.2pp | 79.9%-21.1pp |
| Annual return | 12.26% | 78.75%-66.5pp | 70.43%-58.2pp | 145.39%-133.1pp |
| Employer contribution / active EE | $1,962 | $4,853-59.6% | $4,593-57.3% | $4,194-53.2% |
| Participant deferral / active EE | $10,013 | $8,237+21.6% | $7,906+26.6% | $6,396+56.5% |
| Admin fee / account holder | $12,454 | $14,976-16.8% | $13,708-9.1% | $12,562-0.9% |