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 | $180,430 | $103,008+75.2% | $90,304+99.8% | $152,897+18.0% |
| Participation rate | 9.1% | 75.9%-66.8pp | 73.3%-64.2pp | 82.5%-73.4pp |
| Annual return | 21.07% | 95.22%-74.2pp | 78.13%-57.1pp | 345.43%-324.4pp |
| Employer contribution / active EE | $3,179 | $3,139+1.3% | $2,855+11.4% | $4,764-33.3% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,791 | $6,175-54.8% | $5,354-47.9% | $11,599-75.9% |