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 | $49,177 | $43,075+14.2% | $74,577-34.1% | $62,881-21.8% |
| Participation rate | 62.5% | 58.1%+4.4pp | 68.1%-5.6pp | 69.3%-6.8pp |
| Annual return | 23.42% | 17.50%+5.9pp | 20.47%+3.0pp | 20.14%+3.3pp |
| Employer contribution / active EE | $3,511 | $1,498+134.4% | $2,525+39.0% | $2,281+53.9% |
| Participant deferral / active EE | $4,221 | $2,389+76.6% | $3,458+22.0% | $3,203+31.8% |
| Admin fee / account holder | $2,907 | $2,840+2.4% | $4,138-29.7% | $4,296-32.3% |