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 | $73,757 | $135,956-45.7% | $123,894-40.5% | $273,972-73.1% |
| Participation rate | 55.6% | 84.1%-28.5pp | 81.4%-25.9pp | 83.0%-27.5pp |
| Annual return | 9.62% | 56.63%-47.0pp | 47.52%-37.9pp | 41.46%-31.8pp |
| Employer contribution / active EE | $1,849 | $5,170-64.2% | $4,617-60.0% | $4,869-62.0% |
| Participant deferral / active EE | $6,713 | $6,343+5.8% | $5,984+12.2% | $5,287+27.0% |
| Admin fee / account holder | $2,048 | $9,817-79.1% | $8,357-75.5% | $10,133-79.8% |