Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $57,248 | $81,276-29.6% | $155,574-63.2% | $80,925-29.3% |
| Participation rate | 69.2% | 66.2%+3.0pp | 78.2%-9.0pp | 67.7%+1.6pp |
| Annual return | 19.23% | 33.36%-14.1pp | 64.87%-45.6pp | 35.65%-16.4pp |
| Employer contribution / active EE | $2,222 | $3,103-28.4% | $4,676-52.5% | $2,756-19.4% |
| Participant deferral / active EE | $5,604 | $3,453+62.3% | $5,629-0.4% | $4,299+30.4% |
| Admin fee / account holder | $2,901 | $7,993-63.7% | $15,914-81.8% | $6,940-58.2% |