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 | $52,814 | $48,337+9.3% | $67,560-21.8% | $80,959-34.8% |
| Participation rate | 68.9% | 66.4%+2.4pp | 72.9%-4.1pp | 67.7%+1.2pp |
| Annual return | 14.54% | 18.26%-3.7pp | 3533.50%-3519.0pp | 35.67%-21.1pp |
| Employer contribution / active EE | $1,846 | $2,023-8.7% | $2,737-32.6% | $2,757-33.1% |
| Participant deferral / active EE | $4,862 | $2,928+66.0% | $4,004+21.4% | $4,300+13.1% |
| Admin fee / account holder | $2,158 | $3,695-41.6% | $3,994-46.0% | $6,925-68.8% |