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 | $62,659 | $172,111-63.6% | $150,298-58.3% | $137,256-54.3% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | 20.87% | 69.37%-48.5pp | 62.79%-41.9pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,677 | $4,636-63.8% | $4,154-59.6% | $4,156-59.7% |
| Participant deferral / active EE | $4,525 | $6,166-26.6% | $5,453-17.0% | $6,407-29.4% |
| Admin fee / account holder | $1,328 | $16,471-91.9% | $14,116-90.6% | $12,270-89.2% |