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 | $53,395 | $73,978-27.8% | $96,515-44.7% | $75,173-29.0% |
| Participation rate | 61.3% | 66.4%-5.1pp | 74.3%-13.0pp | 67.2%-5.9pp |
| Annual return | 16.02% | 26.72%-10.7pp | 35.73%-19.7pp | 160.72%-144.7pp |
| Employer contribution / active EE | $2,218 | $2,931-24.3% | $3,740-40.7% | $2,671-17.0% |
| Participant deferral / active EE | $4,551 | $3,660+24.4% | $4,880-6.7% | $4,126+10.3% |
| Admin fee / account holder | $2,735 | $5,219-47.6% | $6,735-59.4% | $5,651-51.6% |