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 | $33,944 | $71,208-52.3% | $93,681-63.8% | $80,911-58.0% |
| Participation rate | 52.9% | 60.4%-7.5pp | 68.7%-15.8pp | 67.6%-14.7pp |
| Annual return | 17.04% | 11.27%+5.8pp | 133.47%-116.4pp | 35.63%-18.6pp |
| Employer contribution / active EE | $1,738 | $1,564+11.1% | $2,422-28.3% | $2,756-36.9% |
| Participant deferral / active EE | $3,181 | $4,035-21.1% | $4,415-27.9% | $4,297-26.0% |
| Admin fee / account holder | $2,187 | $6,951-68.5% | $8,290-73.6% | $6,935-68.5% |