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 | $34,556 | $110,137-68.6% | $161,149-78.6% | $82,637-58.2% |
| Participation rate | 67.9% | 72.4%-4.5pp | 78.8%-11.0pp | 68.1%-0.2pp |
| Annual return | 19.53% | 20.69%-1.2pp | 21.16%-1.6pp | 53.51%-34.0pp |
| Employer contribution / active EE | $1,653 | $2,856-42.1% | $4,360-62.1% | $2,552-35.2% |
| Participant deferral / active EE | $3,285 | $4,575-28.2% | $6,153-46.6% | $4,126-20.4% |
| Admin fee / account holder | $1,074 | $9,467-88.7% | $15,194-92.9% | $7,339-85.4% |