Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $52,670 | $87,059-39.5% | $105,608-50.1% | $80,925-34.9% |
| Participation rate | 66.1% | 70.4%-4.3pp | 75.3%-9.2pp | 67.7%-1.5pp |
| Annual return | 25.16% | 17.05%+8.1pp | 116.50%-91.3pp | 35.65%-10.5pp |
| Employer contribution / active EE | $2,913 | $2,396+21.6% | $3,167-8.0% | $2,756+5.7% |
| Participant deferral / active EE | $5,026 | $3,986+26.1% | $5,010+0.3% | $4,299+16.9% |
| Admin fee / account holder | $6,538 | $8,443-22.6% | $11,028-40.7% | $6,940-5.8% |