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 | $27,362 | $60,349-54.7% | $74,184-63.1% | $62,881-56.5% |
| Participation rate | 65.4% | 72.7%-7.3pp | 76.6%-11.2pp | 69.3%-3.9pp |
| Annual return | 9.56% | 21.38%-11.8pp | 17.74%-8.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,989 | $1,680+18.4% | $2,370-16.1% | $2,281-12.8% |
| Participant deferral / active EE | $4,093 | $2,856+43.3% | $3,550+15.3% | $3,203+27.8% |
| Admin fee / account holder | $7,728 | $4,261+81.4% | $5,586+38.4% | $4,296+79.9% |