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 | $88,282 | $72,177+22.3% | $115,038-23.3% | $59,633+48.0% |
| Participation rate | 50.0% | 72.6%-22.6pp | 81.4%-31.4pp | 68.7%-18.7pp |
| Annual return | -1.23% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $5,182 | $2,841+82.4% | $4,608+12.5% | $2,203+135.3% |
| Participant deferral / active EE | $3,648 | $4,783-23.7% | $6,026-39.5% | $3,192+14.3% |
| Admin fee / account holder | $3,412 | $4,927-30.8% | $8,175-58.3% | $4,297-20.6% |