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 | $48,374 | $93,057-48.0% | $153,500-68.5% | $80,925-40.2% |
| Participation rate | 69.8% | 69.0%+0.8pp | 77.1%-7.3pp | 67.7%+2.1pp |
| Annual return | 15.35% | 19.96%-4.6pp | 15.70%-0.4pp | 35.65%-20.3pp |
| Employer contribution / active EE | $3,731 | $3,507+6.4% | $5,039-26.0% | $2,756+35.4% |
| Participant deferral / active EE | $5,357 | $5,179+3.4% | $6,756-20.7% | $4,299+24.6% |
| Admin fee / account holder | $629 | $8,885-92.9% | $12,736-95.1% | $6,940-90.9% |