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 | $33,076 | $53,128-37.7% | $86,582-61.8% | $70,126-52.8% |
| Participation rate | 69.2% | 65.3%+3.9pp | 73.5%-4.3pp | 69.5%-0.3pp |
| Annual return | 15.49% | 27.66%-12.2pp | 965.08%-949.6pp | 73.15%-57.7pp |
| Employer contribution / active EE | $1,223 | $2,068-40.8% | $2,839-56.9% | $2,343-47.8% |
| Participant deferral / active EE | $3,125 | $2,695+16.0% | $3,609-13.4% | $3,332-6.2% |
| Admin fee / account holder | $806 | $3,584-77.5% | $4,904-83.6% | $4,645-82.6% |