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 | $54,292 | $32,037+69.5% | $69,182-21.5% | $62,881-13.7% |
| Participation rate | 43.4% | 43.4%0pp | 55.1%-11.7pp | 69.3%-25.9pp |
| Annual return | 6.55% | 15.16%-8.6pp | -21.93%+28.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $313 | $679-53.9% | $1,206-74.1% | $2,281-86.3% |
| Participant deferral / active EE | $1,629 | $1,185+37.4% | $1,897-14.1% | $3,203-49.1% |
| Admin fee / account holder | $6,790 | $2,608+160.3% | $2,697+151.8% | $4,296+58.1% |