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 | $33,019 | $215,361-84.7% | $171,082-80.7% | $273,972-87.9% |
| Participation rate | 60.0% | 82.0%-22.0pp | 76.7%-16.7pp | 83.0%-23.0pp |
| Annual return | 4.58% | 25.14%-20.6pp | 32.56%-28.0pp | 41.46%-36.9pp |
| Employer contribution / active EE | $1,100 | $4,967-77.8% | $4,002-72.5% | $4,869-77.4% |
| Participant deferral / active EE | $2,484 | $5,543-55.2% | $4,797-48.2% | $5,287-53.0% |
| Admin fee / account holder | $1,786 | $10,846-83.5% | $8,520-79.0% | $10,133-82.4% |