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 | $30,946 | $65,376-52.7% | $87,102-64.5% | $65,185-52.5% |
| Participation rate | 64.7% | 75.3%-10.6pp | 76.9%-12.2pp | 70.2%-5.5pp |
| Annual return | 23.54% | 31.27%-7.7pp | 28.19%-4.7pp | 29.38%-5.8pp |
| Employer contribution / active EE | $1,300 | $1,822-28.6% | $2,521-48.4% | $2,177-40.3% |
| Participant deferral / active EE | $2,466 | $3,388-27.2% | $4,048-39.1% | $3,514-29.8% |
| Admin fee / account holder | $838 | $520+61.1% | $7,491-88.8% | $847-1.1% |