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 | $44,803 | $86,949-48.5% | $102,460-56.3% | $80,959-44.7% |
| Participation rate | 64.9% | 72.4%-7.5pp | 76.5%-11.6pp | 67.7%-2.8pp |
| Annual return | 13.63% | 18.89%-5.3pp | 29.47%-15.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,548 | $2,370-34.7% | $3,025-48.8% | $2,757-43.9% |
| Participant deferral / active EE | $2,782 | $4,121-32.5% | $5,056-45.0% | $4,300-35.3% |
| Admin fee / account holder | $5,397 | $8,048-32.9% | $9,460-43.0% | $6,925-22.1% |