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 | $53,222 | $61,789-13.9% | $97,167-45.2% | $80,874-34.2% |
| Participation rate | 55.4% | 63.5%-8.1pp | 72.7%-17.3pp | 67.6%-12.2pp |
| Annual return | 11.37% | -557.90%+569.3pp | 75.27%-63.9pp | 35.62%-24.3pp |
| Employer contribution / active EE | $1,932 | $1,837+5.2% | $2,729-29.2% | $2,756-29.9% |
| Participant deferral / active EE | $3,619 | $3,028+19.5% | $4,264-15.1% | $4,297-15.8% |
| Admin fee / account holder | $15,758 | $5,168+204.9% | $5,650+178.9% | $6,935+127.2% |