Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $78,121 | $66,402+17.6% | $109,895-28.9% | $85,856-9.0% |
| Participation rate | 46.5% | 63.9%-17.4pp | 74.2%-27.7pp | 69.3%-22.8pp |
| Annual return | 14.63% | 19.59%-5.0pp | 29.46%-14.8pp | 318.58%-304.0pp |
| Employer contribution / active EE | $1,230 | $1,687-27.1% | $2,843-56.8% | $2,565-52.1% |
| Participant deferral / active EE | $2,719 | $2,842-4.3% | $4,049-32.8% | $3,952-31.2% |
| Admin fee / account holder | $777 | $4,557-82.9% | $6,067-87.2% | $6,261-87.6% |