Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $65,161 | $88,672-26.5% | $105,223-38.1% | $82,448-21.0% |
| Participation rate | 37.8% | 67.9%-30.1pp | 75.0%-37.2pp | 68.1%-30.2pp |
| Annual return | 18.42% | 30.86%-12.4pp | 180.65%-162.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,937 | $3,048-36.5% | $3,689-47.5% | $2,551-24.1% |
| Participant deferral / active EE | $5,193 | $4,036+28.7% | $5,072+2.4% | $4,139+25.5% |
| Admin fee / account holder | $1,556 | $7,146-78.2% | $8,859-82.4% | $7,234-78.5% |