Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $65,744 | $84,236-22.0% | $170,435-61.4% | $70,126-6.2% |
| Participation rate | 53.8% | 70.8%-17.0pp | 83.6%-29.8pp | 69.5%-15.7pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,357 | $3,387-59.9% | $5,432-75.0% | $2,343-42.1% |
| Participant deferral / active EE | $4,747 | $3,086+53.8% | $4,939-3.9% | $3,332+42.5% |
| Admin fee / account holder | $919 | $5,698-83.9% | $13,881-93.4% | $4,645-80.2% |