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 | $100,970-45.1% | $96,576-42.6% | $137,256-59.6% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 44.48% | 38.16%+6.3pp | 38.47%+6.0pp | 220.34%-175.9pp |
| Employer contribution / active EE | $3,777 | $3,809-0.8% | $3,553+6.3% | $4,156-9.1% |
| Participant deferral / active EE | $13,312 | $8,286+60.6% | $7,956+67.3% | $6,407+107.8% |
| Admin fee / account holder | $1,411 | $11,312-87.5% | $11,381-87.6% | $12,270-88.5% |