Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $66,501 | $63,703+4.4% | $93,063-28.5% | $82,448-19.3% |
| Participation rate | 20.0% | 63.8%-43.8pp | 72.1%-52.1pp | 68.1%-48.1pp |
| Annual return | 22.52% | -775.43%+798.0pp | 34.15%-11.6pp | 41.64%-19.1pp |
| Employer contribution / active EE | $746 | $1,729-56.8% | $2,476-69.9% | $2,551-70.7% |
| Participant deferral / active EE | $2,079 | $2,919-28.8% | $3,958-47.5% | $4,139-49.8% |
| Admin fee / account holder | $1,818 | $5,982-69.6% | $6,033-69.9% | $7,234-74.9% |