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 | $28,746 | $41,377-30.5% | $109,313-73.7% | $62,881-54.3% |
| Participation rate | 68.0% | 57.5%+10.5pp | 71.3%-3.3pp | 69.3%-1.3pp |
| Annual return | 5.08% | 11.05%-6.0pp | 22.07%-17.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,428 | $1,276+11.9% | $3,892-63.3% | $2,281-37.4% |
| Participant deferral / active EE | $1,830 | $2,045-10.5% | $3,166-42.2% | $3,203-42.9% |
| Admin fee / account holder | $1,753 | $2,884-39.2% | $5,666-69.1% | $4,296-59.2% |