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 | $34,258 | $54,757-37.4% | $90,304-62.1% | $72,975-53.1% |
| Participation rate | 65.4% | 65.2%+0.2pp | 73.3%-7.9pp | 69.5%-4.1pp |
| Annual return | 16.62% | 30.63%-14.0pp | 78.13%-61.5pp | 81.01%-64.4pp |
| Employer contribution / active EE | $1,031 | $2,093-50.7% | $2,855-63.9% | $2,440-57.7% |
| Participant deferral / active EE | $1,161 | $2,887-59.8% | $3,885-70.1% | $3,608-67.8% |
| Admin fee / account holder | $1,429 | $3,973-64.0% | $5,354-73.3% | $5,124-72.1% |