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 | $30,376 | $73,787-58.8% | $98,716-69.2% | $82,448-63.2% |
| Participation rate | 66.7% | 61.4%+5.3pp | 69.3%-2.6pp | 68.1%-1.4pp |
| Annual return | 23.26% | 18.57%+4.7pp | 31.81%-8.5pp | 41.64%-18.4pp |
| Employer contribution / active EE | $1,803 | $1,511+19.3% | $2,279-20.9% | $2,551-29.3% |
| Participant deferral / active EE | $3,253 | $3,081+5.6% | $4,048-19.6% | $4,139-21.4% |
| Admin fee / account holder | $1,374 | $6,500-78.9% | $8,703-84.2% | $7,234-81.0% |