Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,275 | $51,166-40.8% | $70,544-57.1% | $71,511-57.7% |
| Participation rate | 46.0% | 59.4%-13.3pp | 68.4%-22.3pp | 67.9%-21.9pp |
| Annual return | 17.14% | 42.71%-25.6pp | 32.79%-15.7pp | 28.86%-11.7pp |
| Employer contribution / active EE | $1,362 | $1,793-24.1% | $2,976-54.2% | $2,589-47.4% |
| Participant deferral / active EE | $2,080 | $3,031-31.4% | $4,568-54.5% | $4,291-51.5% |
| Admin fee / account holder | $2,220 | $2,000+11.0% | $6,427-65.5% | $1,588+39.8% |