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 | $40,206 | $60,349-33.4% | $74,184-45.8% | $62,881-36.1% |
| Participation rate | 68.9% | 72.7%-3.9pp | 76.6%-7.8pp | 69.3%-0.5pp |
| Annual return | 17.13% | 21.38%-4.2pp | 17.74%-0.6pp | 20.14%-3.0pp |
| Employer contribution / active EE | $1,597 | $1,680-5.0% | $2,370-32.6% | $2,281-30.0% |
| Participant deferral / active EE | $2,761 | $2,856-3.3% | $3,550-22.2% | $3,203-13.8% |
| Admin fee / account holder | $2,193 | $4,261-48.5% | $5,586-60.7% | $4,296-49.0% |