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 | $56,723 | $81,487-30.4% | $102,412-44.6% | $80,935-29.9% |
| Participation rate | 68.8% | 66.8%+1.9pp | 74.5%-5.8pp | 67.7%+1.1pp |
| Annual return | 32.53% | 25.60%+6.9pp | 24.94%+7.6pp | 35.66%-3.1pp |
| Employer contribution / active EE | $1,191 | $3,103-61.6% | $3,870-69.2% | $2,757-56.8% |
| Participant deferral / active EE | $2,423 | $3,871-37.4% | $5,060-52.1% | $4,299-43.7% |
| Admin fee / account holder | $5,143 | $6,717-23.4% | $8,388-38.7% | $6,924-25.7% |