Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,215 | $176,077-82.3% | $159,455-80.4% | $167,518-81.4% |
| Participation rate | 55.6% | 84.9%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 15.72% | 331.83%-316.1pp | 263.63%-247.9pp | 478.71%-463.0pp |
| Employer contribution / active EE | $1,819 | $5,298-65.7% | $4,830-62.3% | $4,838-62.4% |
| Participant deferral / active EE | $2,255 | $7,751-70.9% | $7,353-69.3% | $6,342-64.4% |
| Admin fee / account holder | $851 | $12,556-93.2% | $10,800-92.1% | $12,312-93.1% |