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 | $49,171 | $45,566+7.9% | $64,105-23.3% | $59,633-17.5% |
| Participation rate | 36.1% | 60.2%-24.1pp | 68.2%-32.1pp | 68.7%-32.6pp |
| Annual return | -0.65% | 4.95%-5.6pp | 791.24%-791.9pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $805 | $934-13.9% | $1,820-55.8% | $2,203-63.5% |
| Participant deferral / active EE | $1,019 | $2,057-50.4% | $2,822-63.9% | $3,192-68.1% |
| Admin fee / account holder | $371 | $3,268-88.6% | $4,499-91.7% | $4,297-91.4% |