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 | $169,622 | $181,896-6.7% | $156,551+8.3% | $273,972-38.1% |
| Participation rate | 61.9% | 88.4%-26.5pp | 84.0%-22.1pp | 83.0%-21.1pp |
| Annual return | 10.09% | 30.74%-20.6pp | 32.23%-22.1pp | 41.46%-31.4pp |
| Employer contribution / active EE | $3,126 | $6,248-50.0% | $5,501-43.2% | $4,869-35.8% |
| Participant deferral / active EE | $4,866 | $5,550-12.3% | $4,871-0.1% | $5,287-8.0% |
| Admin fee / account holder | $7,371 | $15,560-52.6% | $13,028-43.4% | $10,133-27.3% |