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 | $97,273 | $45,566+113.5% | $64,105+51.7% | $59,633+63.1% |
| Participation rate | 47.8% | 60.2%-12.4pp | 68.2%-20.4pp | 68.7%-20.9pp |
| Annual return | -0.24% | 4.95%-5.2pp | 791.24%-791.5pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $979 | $934+4.8% | $1,820-46.2% | $2,203-55.5% |
| Participant deferral / active EE | $1,565 | $2,057-23.9% | $2,822-44.6% | $3,192-51.0% |
| Admin fee / account holder | $3,551 | $3,268+8.7% | $4,499-21.1% | $4,297-17.4% |