Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $58,679 | $57,057+2.8% | $85,009-31.0% | $80,874-27.4% |
| Participation rate | 33.3% | 56.4%-23.0pp | 67.5%-34.2pp | 67.6%-34.3pp |
| Annual return | 18.35% | 21.66%-3.3pp | 66.47%-48.1pp | 35.62%-17.3pp |
| Employer contribution / active EE | $865 | $1,799-51.9% | $2,728-68.3% | $2,756-68.6% |
| Participant deferral / active EE | $1,379 | $3,112-55.7% | $4,522-69.5% | $4,297-67.9% |
| Admin fee / account holder | $567 | $4,986-88.6% | $6,153-90.8% | $6,935-91.8% |