Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $55,027 | $117,846-53.3% | $102,434-46.3% | $145,884-62.3% |
| Participation rate | 57.9% | 78.6%-20.7pp | 76.5%-18.6pp | 80.3%-22.4pp |
| Annual return | 11.75% | 31.90%-20.1pp | 29.46%-17.7pp | 551.85%-540.1pp |
| Employer contribution / active EE | $3,519 | $3,615-2.7% | $3,023+16.4% | $4,662-24.5% |
| Participant deferral / active EE | $6,203 | $5,733+8.2% | $5,055+22.7% | $6,690-7.3% |
| Admin fee / account holder | $17,886 | $13,356+33.9% | $9,462+89.0% | $13,392+33.6% |