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 | $34,675 | $57,140-39.3% | $85,240-59.3% | $80,959-57.2% |
| Participation rate | 43.3% | 56.4%-13.1pp | 67.5%-24.2pp | 67.7%-24.3pp |
| Annual return | 18.91% | 21.71%-2.8pp | 66.75%-47.8pp | 35.67%-16.8pp |
| Employer contribution / active EE | $2,135 | $1,802+18.5% | $2,735-22.0% | $2,757-22.6% |
| Participant deferral / active EE | $4,068 | $3,115+30.6% | $4,527-10.1% | $4,300-5.4% |
| Admin fee / account holder | $508 | $4,992-89.8% | $6,165-91.8% | $6,925-92.7% |