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 | $86,892 | $64,311+35.1% | $57,356+51.5% | $125,389-30.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 83.2%-33.2pp |
| Annual return | 0.01% | 25.14%-25.1pp | 24.41%-24.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,115 | $3,193-65.1% | $2,689-58.5% | $4,866-77.1% |
| Participant deferral / active EE | $3,423 | $3,846-11.0% | $3,162+8.3% | $5,352-36.0% |
| Admin fee / account holder | $330 | $5,243-93.7% | $3,357-90.2% | $9,541-96.5% |