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 | $57,019 | $48,277+18.1% | $67,511-15.5% | $80,874-29.5% |
| Participation rate | 60.6% | 66.4%-5.7pp | 72.9%-12.2pp | 67.6%-7.0pp |
| Annual return | 14.88% | 18.27%-3.4pp | 3517.41%-3502.5pp | 35.62%-20.7pp |
| Employer contribution / active EE | $2,860 | $2,021+41.5% | $2,733+4.7% | $2,756+3.8% |
| Participant deferral / active EE | $6,656 | $2,926+127.5% | $4,000+66.4% | $4,297+54.9% |
| Admin fee / account holder | $4,993 | $3,687+35.4% | $3,999+24.9% | $6,935-28.0% |