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 | $84,582 | $68,880+22.8% | $120,580-29.9% | $80,959+4.5% |
| Participation rate | 55.6% | 61.7%-6.1pp | 72.0%-16.4pp | 67.7%-12.1pp |
| Annual return | 12.31% | 23.68%-11.4pp | 107.48%-95.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,302 | $2,066-37.0% | $3,469-62.5% | $2,757-52.8% |
| Participant deferral / active EE | $3,073 | $3,191-3.7% | $4,995-38.5% | $4,300-28.5% |
| Admin fee / account holder | $4,985 | $5,785-13.8% | $9,418-47.1% | $6,925-28.0% |