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 | $80,432 | $45,566+76.5% | $64,105+25.5% | $59,633+34.9% |
| Participation rate | 41.8% | 60.2%-18.4pp | 68.2%-26.4pp | 68.7%-26.9pp |
| Annual return | 0.09% | 4.95%-4.9pp | 791.24%-791.1pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $649 | $934-30.5% | $1,820-64.3% | $2,203-70.5% |
| Participant deferral / active EE | $1,983 | $2,057-3.6% | $2,822-29.7% | $3,192-37.9% |
| Admin fee / account holder | $5,067 | $3,268+55.1% | $4,499+12.6% | $4,297+17.9% |