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 | $39,276 | $96,289-59.2% | $213,469-81.6% | $87,485-55.1% |
| Participation rate | 56.7% | 69.6%-12.9pp | 77.1%-20.4pp | 68.9%-12.2pp |
| Annual return | 17.42% | 17.78%-0.4pp | 20.58%-3.2pp | 26.06%-8.6pp |
| Employer contribution / active EE | $2,496 | $3,035-17.8% | $4,994-50.0% | $2,596-3.8% |
| Participant deferral / active EE | $4,017 | $4,750-15.4% | $6,841-41.3% | $4,274-6.0% |
| Admin fee / account holder | $5,904 | $9,670-39.0% | $27,141-78.2% | $7,775-24.1% |