Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $47,912 | $147,594-67.5% | $121,871-60.7% | $198,609-75.9% |
| Participation rate | 60.0% | 78.0%-18.0pp | 73.2%-13.2pp | 82.4%-22.4pp |
| Annual return | 11.95% | 12.94%-1.0pp | 13.57%-1.6pp | 202.70%-190.7pp |
| Employer contribution / active EE | $1,424 | $3,007-52.6% | $2,731-47.9% | $5,055-71.8% |
| Participant deferral / active EE | $6,646 | $5,168+28.6% | $4,318+53.9% | $6,977-4.7% |
| Admin fee / account holder | $19,257 | $15,134+27.2% | $11,551+66.7% | $19,030+1.2% |