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 | $53,305 | $93,598-43.0% | $135,974-60.8% | $75,173-29.1% |
| Participation rate | 67.6% | 75.2%-7.5pp | 81.9%-14.3pp | 67.2%+0.4pp |
| Annual return | 21.48% | 30.89%-9.4pp | 68.30%-46.8pp | 160.72%-139.2pp |
| Employer contribution / active EE | $5,947 | $3,538+68.1% | $4,859+22.4% | $2,671+122.6% |
| Participant deferral / active EE | $9,303 | $6,405+45.2% | $7,760+19.9% | $4,126+125.5% |
| Admin fee / account holder | $5,142 | $6,978-26.3% | $10,767-52.2% | $5,651-9.0% |