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 | $52,013 | $56,200-7.5% | $67,653-23.1% | $59,633-12.8% |
| Participation rate | 50.0% | 71.5%-21.5pp | 75.7%-25.7pp | 68.7%-18.7pp |
| Annual return | 0.07% | 18506.71%-18506.6pp | 6625.22%-6625.1pp | 2041.40%-2041.3pp |
| Employer contribution / active EE | $695 | $1,615-57.0% | $2,266-69.3% | $2,203-68.5% |
| Participant deferral / active EE | $1,520 | $2,843-46.5% | $3,560-57.3% | $3,192-52.4% |
| Admin fee / account holder | $2,287 | $3,959-42.2% | $4,821-52.6% | $4,297-46.8% |