Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $37,751 | $86,922-56.6% | $102,438-63.1% | $80,874-53.3% |
| Participation rate | 61.4% | 72.4%-10.9pp | 76.5%-15.0pp | 67.6%-6.2pp |
| Annual return | 12.57% | 18.90%-6.3pp | 29.37%-16.8pp | 35.62%-23.0pp |
| Employer contribution / active EE | $1,888 | $2,369-20.3% | $3,024-37.5% | $2,756-31.5% |
| Participant deferral / active EE | $3,396 | $4,119-17.6% | $5,054-32.8% | $4,297-21.0% |
| Admin fee / account holder | $10,236 | $8,050+27.2% | $9,448+8.3% | $6,935+47.6% |