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 | $51,970 | $81,476-36.2% | $102,383-49.2% | $80,925-35.8% |
| Participation rate | 52.2% | 66.8%-14.7pp | 74.5%-22.3pp | 67.7%-15.5pp |
| Annual return | 28.81% | 25.59%+3.2pp | 24.94%+3.9pp | 35.65%-6.8pp |
| Employer contribution / active EE | $1,603 | $3,105-48.4% | $3,870-58.6% | $2,756-41.9% |
| Participant deferral / active EE | $2,866 | $3,871-26.0% | $5,060-43.4% | $4,299-33.3% |
| Admin fee / account holder | $2,022 | $6,717-69.9% | $8,391-75.9% | $6,940-70.9% |