Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,502 | $78,428-57.3% | $95,960-65.1% | $79,852-58.0% |
| Participation rate | 69.2% | 73.5%-4.3pp | 77.1%-7.8pp | 69.6%-0.4pp |
| Annual return | 15.40% | 19.37%-4.0pp | 91.63%-76.2pp | 31.72%-16.3pp |
| Employer contribution / active EE | $1,750 | $1,945-10.0% | $2,541-31.1% | $2,471-29.2% |
| Participant deferral / active EE | $4,818 | $3,440+40.1% | $4,167+15.6% | $3,740+28.8% |
| Admin fee / account holder | $10,162 | $5,622+80.7% | $6,797+49.5% | $5,306+91.5% |