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 | $171,896 | $101,591+69.2% | $147,096+16.9% | $74,429+131.0% |
| Participation rate | 60.6% | 75.5%-15.0pp | 82.2%-21.6pp | 67.2%-6.6pp |
| Annual return | 21.86% | 8746.45%-8724.6pp | 419.75%-397.9pp | 1368.38%-1346.5pp |
| Employer contribution / active EE | $9,353 | $3,813+145.3% | $4,936+89.5% | $2,625+256.3% |
| Participant deferral / active EE | $1,235 | $7,302-83.1% | $8,071-84.7% | $4,348-71.6% |
| Admin fee / account holder | $8,424 | $1,750+381.3% | $13,005-35.2% | $1,944+333.2% |