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 | $31,545 | $77,920-59.5% | $149,723-78.9% | $75,177-58.0% |
| Participation rate | 59.0% | 65.6%-6.6pp | 78.8%-19.8pp | 67.2%-8.2pp |
| Annual return | 14.46% | 31.72%-17.3pp | 134.50%-120.0pp | 160.75%-146.3pp |
| Employer contribution / active EE | $1,215 | $3,138-61.3% | $4,821-74.8% | $2,671-54.5% |
| Participant deferral / active EE | $1,723 | $3,411-49.5% | $5,682-69.7% | $4,126-58.2% |
| Admin fee / account holder | $1,533 | $5,951-74.2% | $13,215-88.4% | $5,651-72.9% |