Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $58,420 | $48,314+20.9% | $67,561-13.5% | $80,925-27.8% |
| Participation rate | 53.1% | 66.4%-13.3pp | 72.9%-19.8pp | 67.7%-14.5pp |
| Annual return | 17.88% | 18.28%-0.4pp | 3525.44%-3507.6pp | 35.65%-17.8pp |
| Employer contribution / active EE | $1,055 | $2,022-47.8% | $2,735-61.4% | $2,756-61.7% |
| Participant deferral / active EE | $3,256 | $2,927+11.2% | $4,003-18.7% | $4,299-24.3% |
| Admin fee / account holder | $723 | $3,690-80.4% | $4,006-81.9% | $6,940-89.6% |