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 | $80,413 | $108,825-26.1% | $156,181-48.5% | $82,448-2.5% |
| Participation rate | 52.3% | 72.4%-20.0pp | 78.8%-26.5pp | 68.1%-15.7pp |
| Annual return | 19.02% | 20.59%-1.6pp | 64.87%-45.9pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,206 | $2,870-58.0% | $4,294-71.9% | $2,551-52.7% |
| Participant deferral / active EE | $3,295 | $4,577-28.0% | $6,132-46.3% | $4,139-20.4% |
| Admin fee / account holder | $28,806 | $9,341+208.4% | $14,586+97.5% | $7,234+298.2% |