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 | $81,419 | $39,162+107.9% | $100,671-19.1% | $59,633+36.5% |
| Participation rate | 55.3% | 55.9%-0.6pp | 70.7%-15.5pp | 68.7%-13.4pp |
| Annual return | -0.81% | 21.07%-21.9pp | 20.43%-21.2pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $247 | $1,151-78.5% | $4,012-93.8% | $2,203-88.8% |
| Participant deferral / active EE | $2,966 | $1,992+48.9% | $3,144-5.6% | $3,192-7.1% |
| Admin fee / account holder | $2,704 | $2,969-8.9% | $4,850-44.2% | $4,297-37.1% |