Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $63,088 | $57,590+9.5% | $86,233-26.8% | $82,448-23.5% |
| Participation rate | 65.3% | 57.9%+7.4pp | 69.0%-3.7pp | 68.1%-2.8pp |
| Annual return | 20.87% | 22.41%-1.5pp | 61.39%-40.5pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,903 | $1,655+14.9% | $2,504-24.0% | $2,551-25.4% |
| Participant deferral / active EE | $4,125 | $3,080+33.9% | $4,559-9.5% | $4,139-0.3% |
| Admin fee / account holder | $898 | $4,730-81.0% | $8,342-89.2% | $7,234-87.6% |