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 | $33,056 | $209,422-84.2% | $178,503-81.5% | $158,982-79.2% |
| Participation rate | 54.5% | 86.4%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 22.99% | 188.81%-165.8pp | 151.12%-128.1pp | 302.99%-280.0pp |
| Employer contribution / active EE | $1,979 | $5,707-65.3% | $5,011-60.5% | $4,763-58.5% |
| Participant deferral / active EE | $1,821 | $5,955-69.4% | $5,202-65.0% | $5,983-69.6% |
| Admin fee / account holder | $2,754 | $17,079-83.9% | $13,987-80.3% | $11,252-75.5% |