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 | $57,140+2.7% | $85,240-31.2% | $80,959-27.5% |
| Participation rate | 33.3% | 56.4%-23.1pp | 67.5%-34.2pp | 67.7%-34.3pp |
| Annual return | 18.35% | 21.71%-3.4pp | 66.75%-48.4pp | 35.67%-17.3pp |
| Employer contribution / active EE | $865 | $1,802-52.0% | $2,735-68.4% | $2,757-68.6% |
| Participant deferral / active EE | $1,379 | $3,115-55.7% | $4,527-69.5% | $4,300-67.9% |
| Admin fee / account holder | $567 | $4,992-88.6% | $6,165-90.8% | $6,925-91.8% |