Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $47,930 | $65,306-26.6% | $143,412-66.6% | $65,306-26.6% |
| Participation rate | 60.8% | 57.7%+3.1pp | 78.5%-17.7pp | 57.7%+3.1pp |
| Annual return | 22.51% | 21.94%+0.6pp | 256.99%-234.5pp | 21.94%+0.6pp |
| Employer contribution / active EE | $1,872 | $1,967-4.9% | $3,748-50.1% | $1,967-4.9% |
| Participant deferral / active EE | $3,515 | $2,959+18.8% | $6,816-48.4% | $2,959+18.8% |
| Admin fee / account holder | $1,665 | $3,480-52.2% | $11,396-85.4% | $3,480-52.2% |