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 | $62,499 | $52,678+18.6% | $75,784-17.5% | $59,633+4.8% |
| Participation rate | 51.4% | 67.2%-15.8pp | 75.8%-24.4pp | 68.7%-17.2pp |
| Annual return | 0.97% | 2.95%-2.0pp | 9.68%-8.7pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $1,751 | $2,193-20.2% | $3,323-47.3% | $2,203-20.5% |
| Participant deferral / active EE | $3,748 | $2,591+44.7% | $3,652+2.6% | $3,192+17.4% |
| Admin fee / account holder | $9,152 | $3,610+153.5% | $5,300+72.7% | $4,297+113.0% |