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 | $39,559 | $70,486-43.9% | $100,535-60.7% | $79,856-50.5% |
| Participation rate | 57.6% | 73.6%-16.0pp | 79.4%-21.8pp | 69.6%-12.0pp |
| Annual return | 23.55% | 21.90%+1.7pp | 30.90%-7.3pp | 31.71%-8.2pp |
| Employer contribution / active EE | $1,526 | $2,165-29.5% | $3,419-55.4% | $2,471-38.2% |
| Participant deferral / active EE | $3,204 | $5,182-38.2% | $6,271-48.9% | $3,741-14.3% |
| Admin fee / account holder | $2,829 | $4,480-36.9% | $8,085-65.0% | $5,306-46.7% |