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 | $73,194 | $32,117+127.9% | $71,086+3.0% | $64,173+14.1% |
| Participation rate | 43.3% | 42.7%+0.6pp | 54.7%-11.3pp | 69.6%-26.2pp |
| Annual return | -8.89% | -5.57%-3.3pp | 650.59%-659.5pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,021 | $712+43.3% | $1,088-6.1% | $2,381-57.1% |
| Participant deferral / active EE | $2,725 | $1,263+115.8% | $1,874+45.4% | $3,470-21.5% |
| Admin fee / account holder | $834 | $2,759-69.8% | $3,082-72.9% | $4,887-82.9% |