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 | $30,249 | $81,446-62.9% | $103,374-70.7% | $80,874-62.6% |
| Participation rate | 59.4% | 66.9%-7.5pp | 74.5%-15.1pp | 67.6%-8.3pp |
| Annual return | 15.14% | 25.57%-10.4pp | 24.89%-9.7pp | 35.62%-20.5pp |
| Employer contribution / active EE | $2,384 | $3,107-23.3% | $3,869-38.4% | $2,756-13.5% |
| Participant deferral / active EE | $2,236 | $3,870-42.2% | $5,058-55.8% | $4,297-48.0% |
| Admin fee / account holder | $1,686 | $6,715-74.9% | $8,394-79.9% | $6,935-75.7% |