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 | $28,454 | $72,269-60.6% | $101,271-71.9% | $79,852-64.4% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 17.41% | 22.29%-4.9pp | 46.48%-29.1pp | 31.72%-14.3pp |
| Employer contribution / active EE | $1,126 | $2,692-58.2% | $3,660-69.2% | $2,471-54.4% |
| Participant deferral / active EE | $2,517 | $3,282-23.3% | $4,371-42.4% | $3,740-32.7% |
| Admin fee / account holder | $1,945 | $4,401-55.8% | $5,948-67.3% | $5,306-63.4% |