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 | $52,017 | $45,566+14.2% | $64,105-18.9% | $59,633-12.8% |
| Participation rate | 67.4% | 60.2%+7.3pp | 68.2%-0.7pp | 68.7%-1.2pp |
| Annual return | -1.18% | 4.95%-6.1pp | 791.24%-792.4pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,511 | $934+61.7% | $1,820-17.0% | $2,203-31.4% |
| Participant deferral / active EE | $4,012 | $2,057+95.1% | $2,822+42.2% | $3,192+25.7% |
| Admin fee / account holder | $3,516 | $3,268+7.6% | $4,499-21.9% | $4,297-18.2% |