Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $57,621 | $45,343+27.1% | $150,298-61.7% | $67,986-15.2% |
| Participation rate | 42.8% | 51.9%-9.1pp | 77.8%-35.0pp | 57.2%-14.4pp |
| Annual return | 21.12% | 33.28%-12.2pp | 62.79%-41.7pp | 31.67%-10.5pp |
| Employer contribution / active EE | $1,592 | $1,462+8.9% | $4,154-61.7% | $2,019-21.1% |
| Participant deferral / active EE | $2,666 | $2,055+29.8% | $5,453-51.1% | $3,358-20.6% |
| Admin fee / account holder | $4,286 | $2,250+90.5% | $14,116-69.6% | $3,203+33.8% |