Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $46,585 | $93,617-50.2% | $135,982-65.7% | $75,177-38.0% |
| Participation rate | 58.9% | 75.2%-16.3pp | 81.9%-23.0pp | 67.2%-8.3pp |
| Annual return | 67.76% | 30.89%+36.9pp | 68.32%-0.6pp | 160.75%-93.0pp |
| Employer contribution / active EE | $2,382 | $3,538-32.7% | $4,859-51.0% | $2,671-10.8% |
| Participant deferral / active EE | $4,728 | $6,406-26.2% | $7,760-39.1% | $4,126+14.6% |
| Admin fee / account holder | $9,402 | $6,980+34.7% | $10,767-12.7% | $5,651+66.4% |