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 | $52,568 | $51,638+1.8% | $68,368-23.1% | $82,448-36.2% |
| Participation rate | 59.4% | 63.6%-4.2pp | 73.8%-14.4pp | 68.1%-8.7pp |
| Annual return | 24.46% | 37.53%-13.1pp | 292.57%-268.1pp | 41.64%-17.2pp |
| Employer contribution / active EE | $1,962 | $2,047-4.2% | $2,649-25.9% | $2,551-23.1% |
| Participant deferral / active EE | $4,029 | $2,914+38.3% | $4,123-2.3% | $4,139-2.7% |
| Admin fee / account holder | $7,398 | $4,643+59.3% | $5,150+43.7% | $7,234+2.3% |