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 | $53,762 | $48,327+11.2% | $67,575-20.4% | $80,935-33.6% |
| Participation rate | 60.5% | 66.4%-5.9pp | 72.9%-12.4pp | 67.7%-7.2pp |
| Annual return | 12.65% | 18.31%-5.7pp | 3528.98%-3516.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $1,284 | $2,022-36.5% | $2,736-53.1% | $2,757-53.4% |
| Participant deferral / active EE | $2,374 | $2,927-18.9% | $4,003-40.7% | $4,299-44.8% |
| Admin fee / account holder | $4,378 | $3,692+18.6% | $3,993+9.6% | $6,924-36.8% |