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 | $55,305 | $52,279+5.8% | $89,435-38.2% | $79,856-30.7% |
| Participation rate | 59.1% | 57.5%+1.6pp | 68.0%-8.9pp | 69.6%-10.5pp |
| Annual return | 22.58% | 22.16%+0.4pp | 245.55%-223.0pp | 31.71%-9.1pp |
| Employer contribution / active EE | $2,897 | $1,572+84.3% | $2,587+12.0% | $2,471+17.2% |
| Participant deferral / active EE | $4,093 | $2,740+49.4% | $3,890+5.2% | $3,741+9.4% |
| Admin fee / account holder | $1,811 | $3,356-46.1% | $4,884-62.9% | $5,306-65.9% |