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 | $43,783 | $48,118-9.0% | $136,833-68.0% | $94,015-53.4% |
| Participation rate | 64.8% | 47.4%+17.4pp | 59.0%+5.8pp | 70.8%-6.0pp |
| Annual return | 18.20% | 14.65%+3.5pp | 35.32%-17.1pp | 17.84%+0.4pp |
| Employer contribution / active EE | $1,760 | $821+114.5% | $1,319+33.5% | $2,790-36.9% |
| Participant deferral / active EE | $1,903 | $1,651+15.3% | $2,441-22.0% | $4,249-55.2% |
| Admin fee / account holder | $3,106 | $3,059+1.5% | $4,706-34.0% | $8,951-65.3% |