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 | $34,146 | $65,246-47.7% | $98,716-65.4% | $67,986-49.8% |
| Participation rate | 32.0% | 51.4%-19.4pp | 69.3%-37.3pp | 57.2%-25.2pp |
| Annual return | 16.77% | 20.58%-3.8pp | 31.81%-15.0pp | 31.67%-14.9pp |
| Employer contribution / active EE | $963 | $1,042-7.6% | $2,279-57.7% | $2,019-52.3% |
| Participant deferral / active EE | $1,455 | $2,594-43.9% | $4,048-64.1% | $3,358-56.7% |
| Admin fee / account holder | $1,912 | $4,561-58.1% | $8,703-78.0% | $3,203-40.3% |