Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $58,071 | $65,364-11.2% | $92,909-37.5% | $72,975-20.4% |
| Participation rate | 64.9% | 68.3%-3.4pp | 76.0%-11.1pp | 69.5%-4.6pp |
| Annual return | 36.79% | 42.11%-5.3pp | 109.44%-72.6pp | 81.01%-44.2pp |
| Employer contribution / active EE | $2,019 | $2,594-22.2% | $3,653-44.7% | $2,440-17.3% |
| Participant deferral / active EE | $4,272 | $3,128+36.5% | $4,238+0.8% | $3,608+18.4% |
| Admin fee / account holder | $1,057 | $4,251-75.1% | $5,795-81.8% | $5,124-79.4% |