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 | $57,945 | $95,404-39.3% | $113,397-48.9% | $82,637-29.9% |
| Participation rate | 51.2% | 72.8%-21.6pp | 76.5%-25.3pp | 68.1%-16.9pp |
| Annual return | 18.57% | 19.08%-0.5pp | 23.20%-4.6pp | 53.51%-34.9pp |
| Employer contribution / active EE | $2,658 | $2,307+15.2% | $2,977-10.7% | $2,552+4.2% |
| Participant deferral / active EE | $5,524 | $4,220+30.9% | $5,076+8.8% | $4,126+33.9% |
| Admin fee / account holder | $437 | $9,168-95.2% | $11,957-96.3% | $7,339-94.0% |