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 | $43,218 | $89,698-51.8% | $103,464-58.2% | $80,874-46.6% |
| Participation rate | 60.7% | 76.0%-15.3pp | 80.5%-19.8pp | 67.6%-6.9pp |
| Annual return | 30.52% | 22.78%+7.7pp | 23.91%+6.6pp | 35.62%-5.1pp |
| Employer contribution / active EE | $1,819 | $4,018-54.7% | $4,677-61.1% | $2,756-34.0% |
| Participant deferral / active EE | $6,287 | $5,456+15.2% | $6,624-5.1% | $4,297+46.3% |
| Admin fee / account holder | $5,577 | $6,768-17.6% | $9,410-40.7% | $6,935-19.6% |