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 | $75,121 | $93,346-19.5% | $71,796+4.6% | $273,972-72.6% |
| Participation rate | 46.2% | 76.5%-30.4pp | 69.1%-23.0pp | 83.0%-36.9pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $780 | $2,733-71.5% | $1,924-59.5% | $4,869-84.0% |
| Participant deferral / active EE | $3,274 | $3,475-5.8% | $2,794+17.2% | $5,287-38.1% |
| Admin fee / account holder | $866 | $6,571-86.8% | $4,815-82.0% | $10,133-91.5% |