Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $112,554 | $109,620+2.7% | $148,496-24.2% | $94,015+19.7% |
| Participation rate | 62.0% | 71.3%-9.3pp | 76.0%-14.1pp | 70.8%-8.8pp |
| Annual return | 13.70% | 17.54%-3.8pp | 12.33%+1.4pp | 17.84%-4.1pp |
| Employer contribution / active EE | $715 | $2,618-72.7% | $3,497-79.5% | $2,790-74.4% |
| Participant deferral / active EE | $3,924 | $3,831+2.4% | $4,808-18.4% | $4,249-7.7% |
| Admin fee / account holder | $7,975 | $10,050-20.6% | $19,547-59.2% | $8,951-10.9% |