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 | $52,867 | $60,349-12.4% | $74,184-28.7% | $62,881-15.9% |
| Participation rate | 56.1% | 72.7%-16.6pp | 76.6%-20.5pp | 69.3%-13.2pp |
| Annual return | 20.27% | 21.38%-1.1pp | 17.74%+2.5pp | 20.14%+0.1pp |
| Employer contribution / active EE | $1,256 | $1,680-25.3% | $2,370-47.0% | $2,281-44.9% |
| Participant deferral / active EE | $4,200 | $2,856+47.0% | $3,550+18.3% | $3,203+31.1% |
| Admin fee / account holder | $897 | $4,261-78.9% | $5,586-83.9% | $4,296-79.1% |