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 | $46,337 | $63,703-27.3% | $93,063-50.2% | $82,448-43.8% |
| Participation rate | 58.9% | 63.8%-4.9pp | 72.1%-13.2pp | 68.1%-9.1pp |
| Annual return | 23.54% | -775.43%+799.0pp | 34.15%-10.6pp | 41.64%-18.1pp |
| Employer contribution / active EE | $2,929 | $1,729+69.4% | $2,476+18.3% | $2,551+14.8% |
| Participant deferral / active EE | $5,784 | $2,919+98.1% | $3,958+46.1% | $4,139+39.7% |
| Admin fee / account holder | $1,873 | $5,982-68.7% | $6,033-69.0% | $7,234-74.1% |