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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,768 | $77,677-30.8% | $109,173-50.7% | $79,391-32.3% |
| Participation rate | 57.7% | 67.8%-10.1pp | 75.9%-18.2pp | 70.7%-13.0pp |
| Annual return | 23.95% | 23.44%+0.5pp | 25.75%-1.8pp | 116.88%-92.9pp |
| Employer contribution / active EE | $1,856 | $2,798-33.7% | $3,723-50.1% | $2,428-23.6% |
| Participant deferral / active EE | $3,746 | $3,517+6.5% | $4,654-19.5% | $4,046-7.4% |
| Admin fee / account holder | $375 | $732-48.9% | $6,755-94.5% | $627-40.2% |