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 | $51,190 | $73,978-30.8% | $96,515-47.0% | $75,173-31.9% |
| Participation rate | 62.9% | 66.4%-3.6pp | 74.3%-11.5pp | 67.2%-4.3pp |
| Annual return | 17.23% | 26.72%-9.5pp | 35.73%-18.5pp | 160.72%-143.5pp |
| Employer contribution / active EE | $2,652 | $2,931-9.5% | $3,740-29.1% | $2,671-0.7% |
| Participant deferral / active EE | $6,555 | $3,660+79.1% | $4,880+34.3% | $4,126+58.9% |
| Admin fee / account holder | $572 | $5,219-89.0% | $6,735-91.5% | $5,651-89.9% |