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 | $100,632 | $42,383+137.4% | $76,518+31.5% | $64,173+56.8% |
| Participation rate | 6.3% | 58.1%-51.9pp | 68.0%-61.7pp | 69.6%-63.3pp |
| Annual return | -6.18% | -16.54%+10.4pp | -0.27%-5.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $209 | $1,563-86.7% | $2,647-92.1% | $2,381-91.2% |
| Participant deferral / active EE | $1,369 | $2,566-46.6% | $3,836-64.3% | $3,470-60.5% |
| Admin fee / account holder | $908 | $3,198-71.6% | $4,849-81.3% | $4,887-81.4% |