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 | $50,008 | $45,566+9.7% | $64,105-22.0% | $59,633-16.1% |
| Participation rate | 46.9% | 60.2%-13.3pp | 68.2%-21.3pp | 68.7%-21.8pp |
| Annual return | 0.74% | 4.95%-4.2pp | 791.24%-790.5pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $377 | $934-59.7% | $1,820-79.3% | $2,203-82.9% |
| Participant deferral / active EE | $2,141 | $2,057+4.1% | $2,822-24.1% | $3,192-32.9% |
| Admin fee / account holder | $2,956 | $3,268-9.5% | $4,499-34.3% | $4,297-31.2% |