Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $31,823 | $46,599-31.7% | $64,101-50.4% | $75,173-57.7% |
| Participation rate | 65.8% | 65.9%-0.1pp | 72.3%-6.5pp | 67.2%-1.4pp |
| Annual return | 16.76% | 26.06%-9.3pp | 33.72%-17.0pp | 160.72%-144.0pp |
| Employer contribution / active EE | $1,370 | $1,975-30.6% | $2,749-50.2% | $2,671-48.7% |
| Participant deferral / active EE | $2,793 | $2,837-1.6% | $3,881-28.0% | $4,126-32.3% |
| Admin fee / account holder | $2,350 | $2,956-20.5% | $3,070-23.5% | $5,651-58.4% |