Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $33,752 | $57,590-41.4% | $86,233-60.9% | $82,448-59.1% |
| Participation rate | 65.8% | 57.9%+7.9pp | 69.0%-3.2pp | 68.1%-2.3pp |
| Annual return | 15.04% | 22.41%-7.4pp | 61.39%-46.3pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,100 | $1,655+26.9% | $2,504-16.1% | $2,551-17.7% |
| Participant deferral / active EE | $3,074 | $3,080-0.2% | $4,559-32.6% | $4,139-25.7% |
| Admin fee / account holder | $612 | $4,730-87.1% | $8,342-92.7% | $7,234-91.5% |