Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $57,957 | $95,404-39.3% | $113,397-48.9% | $82,637-29.9% |
| Participation rate | 54.8% | 72.8%-18.0pp | 76.5%-21.7pp | 68.1%-13.2pp |
| Annual return | 17.70% | 19.08%-1.4pp | 23.20%-5.5pp | 53.51%-35.8pp |
| Employer contribution / active EE | $1,575 | $2,307-31.7% | $2,977-47.1% | $2,552-38.3% |
| Participant deferral / active EE | $2,934 | $4,220-30.5% | $5,076-42.2% | $4,126-28.9% |
| Admin fee / account holder | $2,817 | $9,168-69.3% | $11,957-76.4% | $7,339-61.6% |