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 | $37,071 | $59,839-38.0% | $81,991-54.8% | $79,852-53.6% |
| Participation rate | 64.2% | 61.6%+2.6pp | 69.3%-5.1pp | 69.6%-5.5pp |
| Annual return | 17.15% | 17.56%-0.4pp | 41.31%-24.2pp | 31.72%-14.6pp |
| Employer contribution / active EE | $1,256 | $1,713-26.7% | $2,498-49.7% | $2,471-49.2% |
| Participant deferral / active EE | $2,081 | $2,695-22.8% | $3,722-44.1% | $3,740-44.4% |
| Admin fee / account holder | $614 | $4,287-85.7% | $5,665-89.2% | $5,306-88.4% |