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 | $58,918 | $58,311+1.0% | $81,882-28.0% | $80,959-27.2% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.4%-12.4pp | 67.7%-7.7pp |
| Annual return | 11.48% | 41.85%-30.4pp | 779.47%-768.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $3,053 | $2,347+30.1% | $2,916+4.7% | $2,757+10.7% |
| Participant deferral / active EE | $5,845 | $3,287+77.8% | $4,323+35.2% | $4,300+35.9% |
| Admin fee / account holder | $1,536 | $4,752-67.7% | $7,360-79.1% | $6,925-77.8% |