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 | $47,830 | $25,014+91.2% | $69,701-31.4% | $80,874-40.9% |
| Participation rate | 68.6% | 64.2%+4.4pp | 66.4%+2.2pp | 67.6%+1.0pp |
| Annual return | 18.06% | 19.07%-1.0pp | 100.32%-82.3pp | 35.62%-17.6pp |
| Employer contribution / active EE | $2,199 | $993+121.4% | $1,713+28.3% | $2,756-20.2% |
| Participant deferral / active EE | $5,965 | $1,839+224.4% | $2,887+106.6% | $4,297+38.8% |
| Admin fee / account holder | $6,846 | $2,488+175.2% | $4,717+45.2% | $6,935-1.3% |