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 | $61,713 | $183,968-66.5% | $162,166-61.9% | $152,870-59.6% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.4%-22.4pp |
| Annual return | 19.55% | 150.77%-131.2pp | 115.59%-96.0pp | 345.34%-325.8pp |
| Employer contribution / active EE | $1,448 | $6,371-77.3% | $5,614-74.2% | $4,763-69.6% |
| Participant deferral / active EE | $1,864 | $8,034-76.8% | $7,298-74.5% | $5,850-68.1% |
| Admin fee / account holder | $6,630 | $13,121-49.5% | $10,842-38.9% | $11,597-42.8% |