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 | $55,605 | $59,220-6.1% | $96,572-42.4% | $79,389-30.0% |
| Participation rate | 52.4% | 61.9%-9.5pp | 69.8%-17.4pp | 70.7%-18.3pp |
| Annual return | 14.16% | 27.08%-12.9pp | 37.79%-23.6pp | 116.89%-102.7pp |
| Employer contribution / active EE | $1,674 | $1,216+37.6% | $2,357-29.0% | $2,428-31.0% |
| Participant deferral / active EE | $3,253 | $2,948+10.3% | $3,850-15.5% | $4,046-19.6% |
| Admin fee / account holder | $2,513 | $659+281.6% | $6,183-59.4% | $626+301.2% |