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 | $70,773 | $54,380+30.1% | $68,509+3.3% | $59,633+18.7% |
| Participation rate | 59.3% | 70.2%-10.9pp | 74.7%-15.4pp | 68.7%-9.3pp |
| Annual return | -0.50% | 2.83%-3.3pp | 8.27%-8.8pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $637 | $1,539-58.6% | $2,278-72.0% | $2,203-71.1% |
| Participant deferral / active EE | $3,241 | $2,643+22.6% | $3,382-4.2% | $3,192+1.6% |
| Admin fee / account holder | $825 | $3,885-78.8% | $5,275-84.4% | $4,297-80.8% |