Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $59,086 | $67,776-12.8% | $90,312-34.6% | $65,306-9.5% |
| Participation rate | 38.0% | 58.1%-20.1pp | 72.9%-34.9pp | 57.7%-19.6pp |
| Annual return | 39.88% | 16.62%+23.3pp | 18.90%+21.0pp | 21.94%+17.9pp |
| Employer contribution / active EE | $1,895 | $2,195-13.7% | $2,243-15.5% | $1,967-3.7% |
| Participant deferral / active EE | $4,668 | $2,641+76.8% | $3,749+24.5% | $2,959+57.7% |
| Admin fee / account holder | $4,437 | $3,322+33.6% | $8,248-46.2% | $3,480+27.5% |