Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $42,643 | $81,504-47.7% | $102,437-58.4% | $80,959-47.3% |
| Participation rate | 61.3% | 66.9%-5.6pp | 74.5%-13.2pp | 67.7%-6.4pp |
| Annual return | 10.77% | 25.60%-14.8pp | 24.95%-14.2pp | 35.67%-24.9pp |
| Employer contribution / active EE | $2,115 | $3,104-31.8% | $3,871-45.4% | $2,757-23.3% |
| Participant deferral / active EE | $3,477 | $3,871-10.2% | $5,060-31.3% | $4,300-19.2% |
| Admin fee / account holder | $6,006 | $6,719-10.6% | $8,388-28.4% | $6,925-13.3% |