Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $54,118 | $51,638+4.8% | $68,368-20.8% | $82,448-34.4% |
| Participation rate | 54.8% | 63.6%-8.8pp | 73.8%-18.9pp | 68.1%-13.2pp |
| Annual return | 15.99% | 37.53%-21.5pp | 292.57%-276.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,074 | $2,047-47.5% | $2,649-59.5% | $2,551-57.9% |
| Participant deferral / active EE | $3,041 | $2,914+4.4% | $4,123-26.2% | $4,139-26.5% |
| Admin fee / account holder | $3,219 | $4,643-30.7% | $5,150-37.5% | $7,234-55.5% |