Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $199,654 | $52,911+277.3% | $73,309+172.3% | $59,633+234.8% |
| Participation rate | 42.9% | 68.2%-25.4pp | 74.9%-32.1pp | 68.7%-25.8pp |
| Annual return | 2.48% | 12.20%-9.7pp | 5.67%-3.2pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $1,079 | $1,909-43.5% | $3,237-66.7% | $2,203-51.0% |
| Participant deferral / active EE | $2,897 | $4,069-28.8% | $4,991-42.0% | $3,192-9.2% |
| Admin fee / account holder | $4,419 | $3,835+15.2% | $5,635-21.6% | $4,297+2.8% |