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 | $29,957 | $48,314-38.0% | $67,561-55.7% | $80,925-63.0% |
| Participation rate | 61.5% | 66.4%-4.9pp | 72.9%-11.4pp | 67.7%-6.1pp |
| Annual return | 17.82% | 18.28%-0.5pp | 3525.44%-3507.6pp | 35.65%-17.8pp |
| Employer contribution / active EE | $1,512 | $2,022-25.2% | $2,735-44.7% | $2,756-45.2% |
| Participant deferral / active EE | $3,695 | $2,927+26.3% | $4,003-7.7% | $4,299-14.0% |
| Admin fee / account holder | $1,476 | $3,690-60.0% | $4,006-63.1% | $6,940-78.7% |