Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $62,488 | $162,136-61.5% | $152,301-59.0% | $154,746-59.6% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 21.90% | 91.02%-69.1pp | 80.50%-58.6pp | 172.34%-150.4pp |
| Employer contribution / active EE | $1,966 | $4,890-59.8% | $4,624-57.5% | $4,379-55.1% |
| Participant deferral / active EE | $6,711 | $8,341-19.5% | $8,004-16.2% | $6,730-0.3% |
| Admin fee / account holder | $1,664 | $15,759-89.4% | $14,398-88.4% | $14,365-88.4% |