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 | $27,982 | $67,602-58.6% | $82,312-66.0% | $70,126-60.1% |
| Participation rate | 55.9% | 72.8%-16.9pp | 76.9%-21.0pp | 69.5%-13.7pp |
| Annual return | 13.99% | 21.57%-7.6pp | 25.88%-11.9pp | 73.15%-59.2pp |
| Employer contribution / active EE | $1,370 | $1,755-21.9% | $2,428-43.6% | $2,343-41.5% |
| Participant deferral / active EE | $2,937 | $2,987-1.7% | $3,706-20.7% | $3,332-11.8% |
| Admin fee / account holder | $5,066 | $4,512+12.3% | $5,608-9.7% | $4,645+9.1% |