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.
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 | $82,568 | $53,837+53.4% | $75,717+9.0% | $85,856-3.8% |
| Participation rate | 35.5% | 69.1%-33.6pp | 74.8%-39.3pp | 69.3%-33.8pp |
| Annual return | 22.40% | 24.54%-2.1pp | 104.58%-82.2pp | 318.58%-296.2pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $842 | $2,895-70.9% | $3,821-78.0% | $3,952-78.7% |
| Admin fee / account holder | $1,866 | $3,341-44.2% | $3,619-48.4% | $6,261-70.2% |