Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $95,786 | $212,777-55.0% | $173,703-44.9% | $198,609-51.8% |
| Participation rate | 55.6% | 81.1%-25.5pp | 75.9%-20.4pp | 82.4%-26.8pp |
| Annual return | 12.88% | 18.82%-5.9pp | 17.46%-4.6pp | 202.70%-189.8pp |
| Employer contribution / active EE | $3,759 | $5,214-27.9% | $4,288-12.3% | $5,055-25.7% |
| Participant deferral / active EE | $5,737 | $5,697+0.7% | $4,854+18.2% | $6,977-17.8% |
| Admin fee / account holder | $1,410 | $19,536-92.8% | $15,562-90.9% | $19,030-92.6% |