Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $36,100 | $81,487-55.7% | $102,412-64.7% | $80,935-55.4% |
| Participation rate | 48.0% | 66.8%-18.8pp | 74.5%-26.5pp | 67.7%-19.7pp |
| Annual return | 12.38% | 25.60%-13.2pp | 24.94%-12.6pp | 35.66%-23.3pp |
| Employer contribution / active EE | $1,365 | $3,103-56.0% | $3,870-64.7% | $2,757-50.5% |
| Participant deferral / active EE | $3,220 | $3,871-16.8% | $5,060-36.4% | $4,299-25.1% |
| Admin fee / account holder | $2,679 | $6,717-60.1% | $8,388-68.1% | $6,924-61.3% |