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 | $107,369 | $45,438+136.3% | $80,004+34.2% | $59,633+80.0% |
| Participation rate | 55.6% | 63.7%-8.2pp | 73.0%-17.5pp | 68.7%-13.1pp |
| Annual return | -0.80% | 5.10%-5.9pp | 7.63%-8.4pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,030 | $1,236-16.6% | $2,473-58.3% | $2,203-53.2% |
| Participant deferral / active EE | $3,723 | $2,231+66.9% | $3,204+16.2% | $3,192+16.7% |
| Admin fee / account holder | $2,053 | $3,464-40.7% | $5,033-59.2% | $4,297-52.2% |