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 | $44,093 | $71,208-38.1% | $93,681-52.9% | $80,911-45.5% |
| Participation rate | 54.1% | 60.4%-6.3pp | 68.7%-14.7pp | 67.6%-13.6pp |
| Annual return | 16.79% | 11.27%+5.5pp | 133.47%-116.7pp | 35.63%-18.8pp |
| Employer contribution / active EE | $2,806 | $1,564+79.4% | $2,422+15.9% | $2,756+1.8% |
| Participant deferral / active EE | $5,094 | $4,035+26.2% | $4,415+15.4% | $4,297+18.5% |
| Admin fee / account holder | $424 | $6,951-93.9% | $8,290-94.9% | $6,935-93.9% |