Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $55,404 | $93,617-40.8% | $135,982-59.3% | $75,177-26.3% |
| Participation rate | 69.4% | 75.2%-5.8pp | 81.9%-12.5pp | 67.2%+2.2pp |
| Annual return | 20.85% | 30.89%-10.0pp | 68.32%-47.5pp | 160.75%-139.9pp |
| Employer contribution / active EE | $2,970 | $3,538-16.1% | $4,859-38.9% | $2,671+11.2% |
| Participant deferral / active EE | $3,851 | $6,406-39.9% | $7,760-50.4% | $4,126-6.7% |
| Admin fee / account holder | $407 | $6,980-94.2% | $10,767-96.2% | $5,651-92.8% |