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 | $55,406 | $102,609-46.0% | $98,090-43.5% | $138,895-60.1% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | 44.48% | 36.44%+8.0pp | 37.05%+7.4pp | 145.39%-100.9pp |
| Employer contribution / active EE | $3,777 | $3,867-2.3% | $3,606+4.7% | $4,194-9.9% |
| Participant deferral / active EE | $13,312 | $8,167+63.0% | $7,845+69.7% | $6,396+108.1% |
| Admin fee / account holder | $1,411 | $11,434-87.7% | $11,815-88.1% | $12,562-88.8% |