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 | $36,932 | $41,377-10.7% | $109,313-66.2% | $62,881-41.3% |
| Participation rate | 65.4% | 57.5%+7.8pp | 71.3%-5.9pp | 69.3%-3.9pp |
| Annual return | 7.57% | 11.05%-3.5pp | 22.07%-14.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,434 | $1,276+12.4% | $3,892-63.1% | $2,281-37.1% |
| Participant deferral / active EE | $2,758 | $2,045+34.9% | $3,166-12.9% | $3,203-13.9% |
| Admin fee / account holder | $2,607 | $2,884-9.6% | $5,666-54.0% | $4,296-39.3% |