Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $58,536 | $57,057+2.6% | $85,009-31.1% | $80,874-27.6% |
| Participation rate | 57.5% | 56.4%+1.1pp | 67.5%-10.0pp | 67.6%-10.1pp |
| Annual return | 18.99% | 21.66%-2.7pp | 66.47%-47.5pp | 35.62%-16.6pp |
| Employer contribution / active EE | $2,153 | $1,799+19.7% | $2,728-21.1% | $2,756-21.9% |
| Participant deferral / active EE | $5,107 | $3,112+64.1% | $4,522+13.0% | $4,297+18.9% |
| Admin fee / account holder | $5,743 | $4,986+15.2% | $6,153-6.7% | $6,935-17.2% |