Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $33,417 | $86,330-61.3% | $121,871-72.6% | $94,015-64.5% |
| Participation rate | 49.4% | 66.7%-17.3pp | 73.2%-23.8pp | 70.8%-21.4pp |
| Annual return | 31.01% | 14.95%+16.1pp | 13.57%+17.4pp | 17.84%+13.2pp |
| Employer contribution / active EE | $1,275 | $2,292-44.4% | $2,731-53.3% | $2,790-54.3% |
| Participant deferral / active EE | $2,292 | $3,146-27.1% | $4,318-46.9% | $4,249-46.1% |
| Admin fee / account holder | $4,826 | $7,346-34.3% | $11,551-58.2% | $8,951-46.1% |