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 | $38,616 | $81,446-52.6% | $103,374-62.6% | $80,874-52.3% |
| Participation rate | 65.1% | 66.9%-1.7pp | 74.5%-9.4pp | 67.6%-2.5pp |
| Annual return | 13.94% | 25.57%-11.6pp | 24.89%-10.9pp | 35.62%-21.7pp |
| Employer contribution / active EE | $2,579 | $3,107-17.0% | $3,869-33.4% | $2,756-6.4% |
| Participant deferral / active EE | $5,633 | $3,870+45.6% | $5,058+11.4% | $4,297+31.1% |
| Admin fee / account holder | $4,475 | $6,715-33.4% | $8,394-46.7% | $6,935-35.5% |