Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $28,369 | $58,493-51.5% | $84,023-66.2% | $72,976-61.1% |
| Participation rate | 63.0% | 61.2%+1.8pp | 69.0%-6.0pp | 69.5%-6.4pp |
| Annual return | 25.97% | 28.93%-3.0pp | 71.32%-45.3pp | 81.02%-55.0pp |
| Employer contribution / active EE | $897 | $1,163-22.9% | $1,984-54.8% | $2,440-63.2% |
| Participant deferral / active EE | $4,481 | $2,394+87.2% | $3,239+38.3% | $3,608+24.2% |
| Admin fee / account holder | $347 | $4,569-92.4% | $6,102-94.3% | $5,124-93.2% |