Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $51,123 | $154,228-66.9% | $145,433-64.8% | $137,256-62.8% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 19.87% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $4,602 | $4,804-4.2% | $4,554+1.0% | $4,156+10.7% |
| Participant deferral / active EE | $5,544 | $8,216-32.5% | $7,897-29.8% | $6,407-13.5% |
| Admin fee / account holder | $1,373 | $14,344-90.4% | $13,129-89.5% | $12,270-88.8% |