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 | $72,695 | $209,874-65.4% | $189,537-61.6% | $167,536-56.6% |
| Participation rate | 62.5% | 88.7%-26.2pp | 87.8%-25.3pp | 82.1%-19.6pp |
| Annual return | 10.67% | 748.61%-737.9pp | 555.34%-544.7pp | 478.82%-468.1pp |
| Employer contribution / active EE | $1,820 | $6,913-73.7% | $6,161-70.5% | $4,839-62.4% |
| Participant deferral / active EE | $1,820 | $8,934-79.6% | $8,220-77.9% | $6,342-71.3% |
| Admin fee / account holder | $45,119 | $14,299+215.5% | $12,048+274.5% | $12,315+266.4% |