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 | $37,711 | $57,061-33.9% | $85,063-55.7% | $80,911-53.4% |
| Participation rate | 46.9% | 56.3%-9.4pp | 67.5%-20.6pp | 67.6%-20.7pp |
| Annual return | 14.57% | 21.66%-7.1pp | 66.54%-52.0pp | 35.63%-21.1pp |
| Employer contribution / active EE | $2,205 | $1,799+22.6% | $2,727-19.1% | $2,756-20.0% |
| Participant deferral / active EE | $4,547 | $3,110+46.2% | $4,523+0.5% | $4,297+5.8% |
| Admin fee / account holder | $7,874 | $4,986+57.9% | $6,155+27.9% | $6,935+13.6% |