Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $47,622 | $124,425-61.7% | $112,040-57.5% | $137,256-65.3% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 18.13% | 24.72%-6.6pp | 24.52%-6.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,243 | $3,411-34.2% | $2,954-24.1% | $4,156-46.0% |
| Participant deferral / active EE | $7,522 | $5,718+31.5% | $5,098+47.5% | $6,407+17.4% |
| Admin fee / account holder | $1,617 | $15,207-89.4% | $12,098-86.6% | $12,270-86.8% |