Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $67,100 | $57,119+17.5% | $85,187-21.2% | $80,935-17.1% |
| Participation rate | 38.2% | 56.4%-18.2pp | 67.5%-29.3pp | 67.7%-29.4pp |
| Annual return | 14.65% | 21.70%-7.0pp | 66.67%-52.0pp | 35.66%-21.0pp |
| Employer contribution / active EE | $1,114 | $1,802-38.2% | $2,732-59.2% | $2,757-59.6% |
| Participant deferral / active EE | $4,753 | $3,115+52.6% | $4,525+5.0% | $4,299+10.5% |
| Admin fee / account holder | $1,714 | $4,990-65.6% | $6,162-72.2% | $6,924-75.2% |