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 | $53,646 | $49,177+9.1% | $79,466-32.5% | $64,173-16.4% |
| Participation rate | 69.8% | 65.0%+4.7pp | 73.3%-3.6pp | 69.6%+0.2pp |
| Annual return | -4.12% | -1.16%-3.0pp | 718.28%-722.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,295 | $2,076-37.6% | $2,800-53.8% | $2,381-45.6% |
| Participant deferral / active EE | $2,072 | $2,821-26.5% | $3,704-44.0% | $3,470-40.3% |
| Admin fee / account holder | $1,016 | $3,839-73.5% | $5,104-80.1% | $4,887-79.2% |