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 | $55,790 | $63,703-12.4% | $93,063-40.1% | $82,448-32.3% |
| Participation rate | 55.3% | 63.8%-8.5pp | 72.1%-16.8pp | 68.1%-12.7pp |
| Annual return | 19.63% | -775.43%+795.1pp | 34.15%-14.5pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,818 | $1,729+5.2% | $2,476-26.6% | $2,551-28.7% |
| Participant deferral / active EE | $3,289 | $2,919+12.7% | $3,958-16.9% | $4,139-20.5% |
| Admin fee / account holder | $2,914 | $5,982-51.3% | $6,033-51.7% | $7,234-59.7% |