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 | $27,175 | $58,577-53.6% | $83,323-67.4% | $64,181-57.7% |
| Participation rate | 68.2% | 72.0%-3.9pp | 77.8%-9.6pp | 69.6%-1.4pp |
| Annual return | 3.87% | 9.65%-5.8pp | 10.63%-6.8pp | 7.63%-3.8pp |
| Employer contribution / active EE | $1,451 | $2,098-30.8% | $3,379-57.0% | $2,381-39.0% |
| Participant deferral / active EE | $2,609 | $4,654-44.0% | $5,565-53.1% | $3,470-24.8% |
| Admin fee / account holder | $6,760 | $9,275-27.1% | $7,539-10.3% | $4,887+38.3% |