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 | $63,983 | $69,977-8.6% | $108,582-41.1% | $62,881+1.8% |
| Participation rate | 48.0% | 72.9%-24.9pp | 79.6%-31.6pp | 69.3%-21.3pp |
| Annual return | 6.51% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,018 | $2,135-52.3% | $3,758-72.9% | $2,281-55.4% |
| Participant deferral / active EE | $1,696 | $3,165-46.4% | $4,311-60.7% | $3,203-47.1% |
| Admin fee / account holder | $8,616 | $5,076+69.7% | $7,645+12.7% | $4,296+100.6% |