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 | $49,241 | $54,380-9.5% | $68,509-28.1% | $59,633-17.4% |
| Participation rate | 64.4% | 70.2%-5.8pp | 74.7%-10.3pp | 68.7%-4.3pp |
| Annual return | -1.10% | 2.83%-3.9pp | 8.27%-9.4pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $1,270 | $1,539-17.4% | $2,278-44.2% | $2,203-42.3% |
| Participant deferral / active EE | $2,061 | $2,643-22.0% | $3,382-39.1% | $3,192-35.4% |
| Admin fee / account holder | $999 | $3,885-74.3% | $5,275-81.1% | $4,297-76.7% |