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 | $60,214 | $36,948+63.0% | $73,658-18.3% | $87,485-31.2% |
| Participation rate | 45.1% | 46.8%-1.7pp | 57.0%-11.9pp | 68.9%-23.8pp |
| Annual return | 16.83% | 28.64%-11.8pp | 29.72%-12.9pp | 26.06%-9.2pp |
| Employer contribution / active EE | $1,711 | $670+155.4% | $1,032+65.8% | $2,596-34.1% |
| Participant deferral / active EE | $3,684 | $1,379+167.1% | $2,062+78.7% | $4,274-13.8% |
| Admin fee / account holder | $18,047 | $2,531+613.1% | $3,357+437.7% | $7,775+132.1% |