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 | $67,189 | $162,812-58.7% | $133,971-49.8% | $158,966-57.7% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 14.49% | 41.94%-27.5pp | 45.09%-30.6pp | 302.95%-288.5pp |
| Employer contribution / active EE | $1,366 | $4,976-72.6% | $3,919-65.2% | $4,762-71.3% |
| Participant deferral / active EE | $2,129 | $5,910-64.0% | $5,047-57.8% | $5,983-64.4% |
| Admin fee / account holder | $1,990 | $11,741-83.1% | $8,929-77.7% | $11,250-82.3% |