Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $35,957 | $77,962-53.9% | $178,540-79.9% | $80,935-55.6% |
| Participation rate | 57.9% | 65.7%-7.8pp | 77.1%-19.2pp | 67.7%-9.8pp |
| Annual return | 16.56% | 18.10%-1.5pp | 27.15%-10.6pp | 35.66%-19.1pp |
| Employer contribution / active EE | $2,122 | $2,280-7.0% | $3,953-46.3% | $2,757-23.0% |
| Participant deferral / active EE | $3,085 | $4,404-30.0% | $6,281-50.9% | $4,299-28.3% |
| Admin fee / account holder | $1,724 | $7,156-75.9% | $10,424-83.5% | $6,924-75.1% |