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 | $53,563 | $48,364+10.7% | $71,796-25.4% | $62,881-14.8% |
| Participation rate | 34.1% | 60.6%-26.5pp | 69.1%-35.0pp | 69.3%-35.2pp |
| Annual return | 8.64% | 13.16%-4.5pp | 78.04%-69.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,122 | $1,042+7.7% | $1,924-41.7% | $2,281-50.8% |
| Participant deferral / active EE | $2,644 | $2,091+26.4% | $2,794-5.4% | $3,203-17.4% |
| Admin fee / account holder | $1,328 | $3,771-64.8% | $4,815-72.4% | $4,296-69.1% |