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 | $58,685 | $95,453-38.5% | $112,040-47.6% | $82,448-28.8% |
| Participation rate | 62.0% | 72.8%-10.8pp | 76.5%-14.5pp | 68.1%-6.1pp |
| Annual return | 33.99% | 23.92%+10.1pp | 24.52%+9.5pp | 41.64%-7.7pp |
| Employer contribution / active EE | $1,476 | $2,318-36.3% | $2,954-50.0% | $2,551-42.1% |
| Participant deferral / active EE | $3,638 | $4,224-13.9% | $5,098-28.6% | $4,139-12.1% |
| Admin fee / account holder | $2,757 | $9,013-69.4% | $12,098-77.2% | $7,234-61.9% |