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 | $53,078 | $118,488-55.2% | $98,462-46.1% | $139,487-61.9% |
| Participation rate | 38.5% | 77.5%-39.0pp | 75.2%-36.7pp | 80.3%-41.9pp |
| Annual return | 21.50% | 18.96%+2.5pp | 21.17%+0.3pp | 373.84%-352.3pp |
| Employer contribution / active EE | $1,695 | $3,611-53.0% | $3,049-44.4% | $4,755-64.3% |
| Participant deferral / active EE | $2,374 | $5,393-56.0% | $4,738-49.9% | $6,713-64.6% |
| Admin fee / account holder | $3,164 | $13,868-77.2% | $8,875-64.3% | $11,407-72.3% |