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 | $53,600 | $77,358-30.7% | $102,184-47.5% | $87,485-38.7% |
| Participation rate | 46.3% | 78.7%-32.3pp | 82.6%-36.3pp | 68.9%-22.6pp |
| Annual return | 18.08% | 41.11%-23.0pp | 31.58%-13.5pp | 26.06%-8.0pp |
| Employer contribution / active EE | $1,425 | $2,562-44.4% | $3,594-60.3% | $2,596-45.1% |
| Participant deferral / active EE | $7,439 | $6,753+10.2% | $8,309-10.5% | $4,274+74.1% |
| Admin fee / account holder | $11,991 | $6,809+76.1% | $11,609+3.3% | $7,775+54.2% |