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 | $40,879 | $86,949-53.0% | $102,460-60.1% | $80,959-49.5% |
| Participation rate | 67.7% | 72.4%-4.6pp | 76.5%-8.8pp | 67.7%+0.1pp |
| Annual return | 10.85% | 18.89%-8.0pp | 29.47%-18.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,687 | $2,370-28.8% | $3,025-44.2% | $2,757-38.8% |
| Participant deferral / active EE | $3,181 | $4,121-22.8% | $5,056-37.1% | $4,300-26.0% |
| Admin fee / account holder | $7,579 | $8,048-5.8% | $9,460-19.9% | $6,925+9.4% |