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 | $91,916 | $52,911+73.7% | $73,309+25.4% | $59,633+54.1% |
| Participation rate | 40.7% | 68.2%-27.5pp | 74.9%-34.2pp | 68.7%-28.0pp |
| Annual return | 0.80% | 12.20%-11.4pp | 5.67%-4.9pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,693 | $4,069-9.2% | $4,991-26.0% | $3,192+15.7% |
| Admin fee / account holder | $5,707 | $3,835+48.8% | $5,635+1.3% | $4,297+32.8% |