Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $31,876 | $57,590-44.7% | $86,233-63.0% | $82,448-61.3% |
| Participation rate | 59.0% | 57.9%+1.1pp | 69.0%-10.0pp | 68.1%-9.1pp |
| Annual return | 22.81% | 22.41%+0.4pp | 61.39%-38.6pp | 41.64%-18.8pp |
| Employer contribution / active EE | $2,579 | $1,655+55.8% | $2,504+3.0% | $2,551+1.1% |
| Participant deferral / active EE | $3,912 | $3,080+27.0% | $4,559-14.2% | $4,139-5.5% |
| Admin fee / account holder | $5,623 | $4,730+18.9% | $8,342-32.6% | $7,234-22.3% |