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 | $39,946 | $86,919-54.0% | $102,457-61.0% | $80,911-50.6% |
| Participation rate | 65.4% | 72.4%-7.0pp | 76.5%-11.1pp | 67.6%-2.3pp |
| Annual return | 26.68% | 18.90%+7.8pp | 29.41%-2.7pp | 35.63%-9.0pp |
| Employer contribution / active EE | $2,295 | $2,368-3.1% | $3,022-24.1% | $2,756-16.7% |
| Participant deferral / active EE | $4,994 | $4,119+21.2% | $5,054-1.2% | $4,297+16.2% |
| Admin fee / account holder | $2,769 | $8,049-65.6% | $9,451-70.7% | $6,935-60.1% |