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 | $56,704 | $45,343+25.1% | $150,298-62.3% | $67,986-16.6% |
| Participation rate | 63.4% | 51.9%+11.6pp | 77.8%-14.3pp | 57.2%+6.2pp |
| Annual return | 39.73% | 33.28%+6.5pp | 62.79%-23.1pp | 31.67%+8.1pp |
| Employer contribution / active EE | $3,019 | $1,462+106.5% | $4,154-27.3% | $2,019+49.6% |
| Participant deferral / active EE | $5,295 | $2,055+157.7% | $5,453-2.9% | $3,358+57.7% |
| Admin fee / account holder | $5,081 | $2,250+125.8% | $14,116-64.0% | $3,203+58.6% |