Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $118,379 | $172,111-31.2% | $150,298-21.2% | $137,256-13.8% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 11.98% | 69.37%-57.4pp | 62.79%-50.8pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,656 | $4,636-42.7% | $4,154-36.1% | $4,156-36.1% |
| Participant deferral / active EE | $9,838 | $6,166+59.6% | $5,453+80.4% | $6,407+53.6% |
| Admin fee / account holder | $2,426 | $16,471-85.3% | $14,116-82.8% | $12,270-80.2% |