Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $36,492 | $64,462-43.4% | $81,482-55.2% | $80,911-54.9% |
| Participation rate | 57.1% | 63.9%-6.7pp | 69.5%-12.4pp | 67.6%-10.5pp |
| Annual return | 15.05% | 16.35%-1.3pp | 24.79%-9.7pp | 35.63%-20.6pp |
| Employer contribution / active EE | $1,064 | $1,979-46.2% | $2,463-56.8% | $2,756-61.4% |
| Participant deferral / active EE | $2,991 | $3,094-3.3% | $3,885-23.0% | $4,297-30.4% |
| Admin fee / account holder | $5,355 | $5,678-5.7% | $5,761-7.1% | $6,935-22.8% |