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 | $77,299 | $114,712-32.6% | $173,730-55.5% | $87,485-11.6% |
| Participation rate | 62.5% | 73.0%-10.5pp | 79.6%-17.1pp | 68.9%-6.4pp |
| Annual return | 12.48% | 20.18%-7.7pp | 19.96%-7.5pp | 26.06%-13.6pp |
| Employer contribution / active EE | $1,919 | $2,904-33.9% | $4,577-58.1% | $2,596-26.1% |
| Participant deferral / active EE | $4,473 | $4,642-3.6% | $6,326-29.3% | $4,274+4.7% |
| Admin fee / account holder | $2,662 | $10,210-73.9% | $17,523-84.8% | $7,775-65.8% |