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 | $48,890 | $57,119-14.4% | $85,187-42.6% | $80,935-39.6% |
| Participation rate | 53.8% | 56.4%-2.6pp | 67.5%-13.7pp | 67.7%-13.8pp |
| Annual return | 17.48% | 21.70%-4.2pp | 66.67%-49.2pp | 35.66%-18.2pp |
| Employer contribution / active EE | $1,880 | $1,802+4.4% | $2,732-31.2% | $2,757-31.8% |
| Participant deferral / active EE | $4,847 | $3,115+55.6% | $4,525+7.1% | $4,299+12.7% |
| Admin fee / account holder | $2,413 | $4,990-51.6% | $6,162-60.8% | $6,924-65.1% |