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 | $49,354 | $45,312+8.9% | $86,233-42.8% | $67,986-27.4% |
| Participation rate | 44.2% | 42.4%+1.7pp | 69.0%-24.9pp | 57.2%-13.1pp |
| Annual return | 16.38% | 24.79%-8.4pp | 61.39%-45.0pp | 31.67%-15.3pp |
| Employer contribution / active EE | $1,388 | $1,160+19.7% | $2,504-44.6% | $2,019-31.2% |
| Participant deferral / active EE | $2,578 | $2,185+18.0% | $4,559-43.5% | $3,358-23.2% |
| Admin fee / account holder | $6,219 | $3,295+88.8% | $8,342-25.5% | $3,203+94.1% |