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 | $38,120 | $56,894-33.0% | $84,753-55.0% | $62,881-39.4% |
| Participation rate | 41.5% | 68.5%-27.0pp | 76.6%-35.1pp | 69.3%-27.8pp |
| Annual return | 26.13% | 6.30%+19.8pp | 22.78%+3.3pp | 20.14%+6.0pp |
| Employer contribution / active EE | $1,931 | $2,400-19.6% | $3,574-46.0% | $2,281-15.4% |
| Participant deferral / active EE | $3,353 | $2,709+23.8% | $3,712-9.7% | $3,203+4.7% |
| Admin fee / account holder | $1,910 | $3,581-46.7% | $5,333-64.2% | $4,296-55.5% |