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 | $28,464 | $52,306-45.6% | $69,779-59.2% | $62,881-54.7% |
| Participation rate | 65.9% | 67.2%-1.3pp | 71.8%-5.9pp | 69.3%-3.4pp |
| Annual return | 5.18% | 13.35%-8.2pp | 12.99%-7.8pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,527 | $1,799-15.1% | $2,338-34.7% | $2,281-33.0% |
| Participant deferral / active EE | $1,540 | $2,395-35.7% | $2,931-47.5% | $3,203-51.9% |
| Admin fee / account holder | $574 | $3,691-84.4% | $4,381-86.9% | $4,296-86.6% |