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 | $71,997 | $39,162+83.8% | $100,671-28.5% | $59,633+20.7% |
| Participation rate | 66.2% | 55.9%+10.4pp | 70.7%-4.5pp | 68.7%-2.4pp |
| Annual return | 2.00% | 21.07%-19.1pp | 20.43%-18.4pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $1,559 | $1,151+35.5% | $4,012-61.1% | $2,203-29.2% |
| Participant deferral / active EE | $3,370 | $1,992+69.2% | $3,144+7.2% | $3,192+5.6% |
| Admin fee / account holder | $24,414 | $2,969+722.2% | $4,850+403.4% | $4,297+468.2% |