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 | $67,174 | $88,707-24.3% | $74,184-9.4% | $273,972-75.5% |
| Participation rate | 63.6% | 79.4%-15.8pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 3.83% | 11.94%-8.1pp | 17.74%-13.9pp | 41.46%-37.6pp |
| Employer contribution / active EE | $1,596 | $3,159-49.5% | $2,370-32.7% | $4,869-67.2% |
| Participant deferral / active EE | $3,707 | $4,212-12.0% | $3,550+4.4% | $5,287-29.9% |
| Admin fee / account holder | $14,062 | $8,717+61.3% | $5,586+151.8% | $10,133+38.8% |