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 | $37,131 | $155,555-76.1% | $146,866-74.7% | $155,188-76.1% |
| Participation rate | 53.3% | 84.0%-30.6pp | 82.5%-29.2pp | 80.8%-27.5pp |
| Annual return | 11.22% | 115.41%-104.2pp | 102.85%-91.6pp | 148.84%-137.6pp |
| Employer contribution / active EE | $1,754 | $4,647-62.3% | $4,425-60.4% | $4,248-58.7% |
| Participant deferral / active EE | $5,798 | $8,044-27.9% | $7,759-25.3% | $6,531-11.2% |
| Admin fee / account holder | $12,507 | $14,755-15.2% | $13,620-8.2% | $14,480-13.6% |