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 | $54,585 | $62,672-12.9% | $185,117-70.5% | $70,126-22.2% |
| Participation rate | 67.5% | 63.8%+3.8pp | 77.3%-9.7pp | 69.5%-2.0pp |
| Annual return | 17.97% | 40.79%-22.8pp | 40.50%-22.5pp | 73.15%-55.2pp |
| Employer contribution / active EE | $547 | $1,753-68.8% | $4,182-86.9% | $2,343-76.6% |
| Participant deferral / active EE | $5,584 | $3,272+70.7% | $5,045+10.7% | $3,332+67.6% |
| Admin fee / account holder | $8,789 | $3,932+123.5% | $8,159+7.7% | $4,645+89.2% |