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 | $35,616 | $86,919-59.0% | $102,457-65.2% | $80,911-56.0% |
| Participation rate | 62.5% | 72.4%-9.9pp | 76.5%-14.0pp | 67.6%-5.1pp |
| Annual return | 12.76% | 18.90%-6.1pp | 29.41%-16.6pp | 35.63%-22.9pp |
| Employer contribution / active EE | $1,613 | $2,368-31.9% | $3,022-46.6% | $2,756-41.5% |
| Participant deferral / active EE | $2,723 | $4,119-33.9% | $5,054-46.1% | $4,297-36.6% |
| Admin fee / account holder | $3,039 | $8,049-62.2% | $9,451-67.8% | $6,935-56.2% |