Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $92,705 | $81,331+14.0% | $155,534-40.4% | $80,935+14.5% |
| Participation rate | 64.5% | 66.3%-1.7pp | 78.2%-13.7pp | 67.7%-3.1pp |
| Annual return | 15.55% | 33.37%-17.8pp | 64.92%-49.4pp | 35.66%-20.1pp |
| Employer contribution / active EE | $2,224 | $3,105-28.4% | $4,675-52.4% | $2,757-19.3% |
| Participant deferral / active EE | $3,911 | $3,454+13.2% | $5,630-30.5% | $4,299-9.0% |
| Admin fee / account holder | $7,415 | $7,999-7.3% | $15,900-53.4% | $6,924+7.1% |