Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $48,471 | $199,109-75.7% | $173,730-72.1% | $154,746-68.7% |
| Participation rate | 47.1% | 82.8%-35.8pp | 79.6%-32.5pp | 80.7%-33.6pp |
| Annual return | 20.35% | 20.02%+0.3pp | 19.96%+0.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,519 | $5,311-71.4% | $4,577-66.8% | $4,379-65.3% |
| Participant deferral / active EE | $3,383 | $7,113-52.4% | $6,326-46.5% | $6,730-49.7% |
| Admin fee / account holder | $405 | $20,916-98.1% | $17,523-97.7% | $14,365-97.2% |