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 | $48,324 | $48,118+0.4% | $136,833-64.7% | $94,015-48.6% |
| Participation rate | 52.6% | 47.4%+5.2pp | 59.0%-6.4pp | 70.8%-18.2pp |
| Annual return | 13.51% | 14.65%-1.1pp | 35.32%-21.8pp | 17.84%-4.3pp |
| Employer contribution / active EE | $3,317 | $821+304.1% | $1,319+151.6% | $2,790+18.9% |
| Participant deferral / active EE | $2,382 | $1,651+44.3% | $2,441-2.4% | $4,249-43.9% |
| Admin fee / account holder | $495 | $3,059-83.8% | $4,706-89.5% | $8,951-94.5% |