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 | $33,538 | $80,855-58.5% | $153,416-78.1% | $86,983-61.4% |
| Participation rate | 43.2% | 64.1%-20.9pp | 74.3%-31.1pp | 69.5%-26.3pp |
| Annual return | 15.50% | 16.18%-0.7pp | 17.84%-2.3pp | 25.83%-10.3pp |
| Employer contribution / active EE | $1,068 | $2,308-53.7% | $3,764-71.6% | $2,584-58.7% |
| Participant deferral / active EE | $1,586 | $3,333-52.4% | $4,723-66.4% | $4,194-62.2% |
| Admin fee / account holder | $667 | $6,908-90.3% | $13,095-94.9% | $7,856-91.5% |