Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $103,269 | $40,263+156.5% | $57,347+80.1% | $59,632+73.2% |
| Participation rate | 64.3% | 69.2%-4.9pp | 75.1%-10.8pp | 68.7%-4.4pp |
| Annual return | 1.62% | 27.50%-25.9pp | 24.40%-22.8pp | 2041.32%-2039.7pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,584 | $2,400+174.3% | $3,162+108.2% | $3,192+106.3% |
| Admin fee / account holder | $1,978 | $2,819-29.8% | $3,356-41.1% | $4,297-54.0% |