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 | $71,522 | $52,678+35.8% | $75,784-5.6% | $59,633+19.9% |
| Participation rate | 58.6% | 67.2%-8.6pp | 75.8%-17.2pp | 68.7%-10.0pp |
| Annual return | -2.61% | 2.95%-5.6pp | 9.68%-12.3pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $1,300 | $2,193-40.7% | $3,323-60.9% | $2,203-41.0% |
| Participant deferral / active EE | $2,274 | $2,591-12.2% | $3,652-37.7% | $3,192-28.7% |
| Admin fee / account holder | $7,079 | $3,610+96.1% | $5,300+33.6% | $4,297+64.7% |