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 | $29,229 | $67,602-56.8% | $82,312-64.5% | $70,126-58.3% |
| Participation rate | 65.2% | 72.8%-7.6pp | 76.9%-11.7pp | 69.5%-4.4pp |
| Annual return | 27.21% | 21.57%+5.6pp | 25.88%+1.3pp | 73.15%-45.9pp |
| Employer contribution / active EE | $1,269 | $1,755-27.7% | $2,428-47.7% | $2,343-45.8% |
| Participant deferral / active EE | $1,780 | $2,987-40.4% | $3,706-52.0% | $3,332-46.6% |
| Admin fee / account holder | $940 | $4,512-79.2% | $5,608-83.2% | $4,645-79.8% |