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 | $54,334 | $124,425-56.3% | $112,040-51.5% | $137,256-60.4% |
| Participation rate | 58.3% | 79.3%-21.0pp | 76.5%-18.2pp | 80.0%-21.6pp |
| Annual return | 11.39% | 24.72%-13.3pp | 24.52%-13.1pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,635 | $3,411-52.1% | $2,954-44.7% | $4,156-60.7% |
| Participant deferral / active EE | $2,326 | $5,718-59.3% | $5,098-54.4% | $6,407-63.7% |
| Admin fee / account holder | $17,024 | $15,207+11.9% | $12,098+40.7% | $12,270+38.7% |