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 | $47,315 | $155,555-69.6% | $146,866-67.8% | $155,188-69.5% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.5%-27.0pp | 80.8%-25.2pp |
| Annual return | 23.00% | 115.41%-92.4pp | 102.85%-79.9pp | 148.84%-125.8pp |
| Employer contribution / active EE | $2,249 | $4,647-51.6% | $4,425-49.2% | $4,248-47.1% |
| Participant deferral / active EE | $5,071 | $8,044-37.0% | $7,759-34.6% | $6,531-22.4% |
| Admin fee / account holder | $1,123 | $14,755-92.4% | $13,620-91.8% | $14,480-92.2% |