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 | $47,394 | $48,314-1.9% | $67,561-29.8% | $80,925-41.4% |
| Participation rate | 63.1% | 66.4%-3.3pp | 72.9%-9.8pp | 67.7%-4.6pp |
| Annual return | 14.99% | 18.28%-3.3pp | 3525.44%-3510.5pp | 35.65%-20.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,678 | $2,927+25.7% | $4,003-8.1% | $4,299-14.4% |
| Admin fee / account holder | $3,572 | $3,690-3.2% | $4,006-10.8% | $6,940-48.5% |