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 | $32,266 | $48,078-32.9% | $78,676-59.0% | $62,881-48.7% |
| Participation rate | 59.5% | 65.2%-5.7pp | 73.6%-14.1pp | 69.3%-9.8pp |
| Annual return | 10.98% | 31.36%-20.4pp | 62.19%-51.2pp | 20.14%-9.2pp |
| Employer contribution / active EE | $1,543 | $2,015-23.4% | $2,850-45.9% | $2,281-32.4% |
| Participant deferral / active EE | $3,731 | $2,587+44.2% | $3,517+6.1% | $3,203+16.5% |
| Admin fee / account holder | $334 | $3,206-89.6% | $4,510-92.6% | $4,296-92.2% |