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 | $80,639 | $85,790-6.0% | $67,313+19.8% | $135,379-40.4% |
| Participation rate | 53.3% | 76.5%-23.1pp | 69.1%-15.7pp | 82.6%-29.3pp |
| Annual return | -4.09% | -0.54%-3.5pp | -4.08%0pp | 519.79%-523.9pp |
| Employer contribution / active EE | $1,960 | $3,487-43.8% | $2,566-23.6% | $4,779-59.0% |
| Participant deferral / active EE | $7,243 | $4,651+55.7% | $3,568+103.0% | $5,609+29.1% |
| Admin fee / account holder | $2,718 | $6,392-57.5% | $4,507-39.7% | $10,828-74.9% |