Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $54,136 | $49,025+10.4% | $87,502-38.1% | $62,881-13.9% |
| Participation rate | 63.5% | 64.9%-1.3pp | 73.8%-10.3pp | 69.3%-5.8pp |
| Annual return | 10.26% | 10.02%+0.2pp | 12.21%-2.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,075 | $1,372-21.7% | $2,550-57.8% | $2,281-52.9% |
| Participant deferral / active EE | $3,693 | $2,289+61.3% | $3,149+17.3% | $3,203+15.3% |
| Admin fee / account holder | $2,283 | $4,065-43.8% | $4,221-45.9% | $4,296-46.9% |