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 | $98,920 | $65,703+50.6% | $94,228+5.0% | $59,633+65.9% |
| Participation rate | 69.0% | 72.1%-3.2pp | 78.8%-9.8pp | 68.7%+0.3pp |
| Annual return | 0.57% | 5.22%-4.6pp | 10.68%-10.1pp | 2041.40%-2040.8pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,568 | $3,143+13.5% | $4,320-17.4% | $3,192+11.8% |
| Admin fee / account holder | $2,404 | $4,264-43.6% | $6,269-61.7% | $4,297-44.1% |