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 | $49,500 | $79,961-38.1% | $98,462-49.7% | $75,177-34.2% |
| Participation rate | 58.5% | 70.4%-11.8pp | 75.2%-16.6pp | 67.2%-8.7pp |
| Annual return | 14.78% | 19.75%-5.0pp | 21.17%-6.4pp | 160.75%-146.0pp |
| Employer contribution / active EE | $2,840 | $2,264+25.4% | $3,049-6.9% | $2,671+6.3% |
| Participant deferral / active EE | $6,056 | $3,753+61.4% | $4,738+27.8% | $4,126+46.8% |
| Admin fee / account holder | $5,466 | $6,842-20.1% | $8,875-38.4% | $5,651-3.3% |