Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $80,267 | $106,749-24.8% | $145,433-44.8% | $82,448-2.6% |
| Participation rate | 51.0% | 75.6%-24.6pp | 82.1%-31.1pp | 68.1%-17.0pp |
| Annual return | 16.58% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,534 | $3,444-55.5% | $4,554-66.3% | $2,551-39.8% |
| Participant deferral / active EE | $3,088 | $6,519-52.6% | $7,897-60.9% | $4,139-25.4% |
| Admin fee / account holder | $2,876 | $8,390-65.7% | $13,129-78.1% | $7,234-60.2% |