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 | $52,345 | $76,551-31.6% | $123,894-57.8% | $62,881-16.8% |
| Participation rate | 62.1% | 73.0%-10.9pp | 81.4%-19.3pp | 69.3%-7.2pp |
| Annual return | 8.98% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,870 | $2,882-35.1% | $4,617-59.5% | $2,281-18.0% |
| Participant deferral / active EE | $3,744 | $4,840-22.6% | $5,984-37.4% | $3,203+16.9% |
| Admin fee / account holder | $6,256 | $4,826+29.6% | $8,357-25.1% | $4,296+45.6% |