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 | $54,130 | $54,763-1.2% | $90,324-40.1% | $72,976-25.8% |
| Participation rate | 60.0% | 65.2%-5.2pp | 73.3%-13.3pp | 69.5%-9.5pp |
| Annual return | 20.42% | 30.63%-10.2pp | 78.15%-57.7pp | 81.02%-60.6pp |
| Employer contribution / active EE | $3,002 | $2,093+43.4% | $2,856+5.1% | $2,440+23.1% |
| Participant deferral / active EE | $5,526 | $2,887+91.4% | $3,885+42.2% | $3,608+53.2% |
| Admin fee / account holder | $13,253 | $3,973+233.5% | $5,356+147.5% | $5,124+158.6% |