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 | $157,713 | $57,073+176.3% | $85,126+85.3% | $80,925+94.9% |
| Participation rate | 13.6% | 56.4%-42.8pp | 67.5%-53.9pp | 67.7%-54.0pp |
| Annual return | 14.16% | 21.69%-7.5pp | 66.63%-52.5pp | 35.65%-21.5pp |
| Employer contribution / active EE | $1,002 | $1,801-44.3% | $2,731-63.3% | $2,756-63.6% |
| Participant deferral / active EE | $233 | $3,113-92.5% | $4,523-94.8% | $4,299-94.6% |
| Admin fee / account holder | $1,340 | $4,988-73.1% | $6,160-78.2% | $6,940-80.7% |