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 | $206,870 | $166,131+24.5% | $164,975+25.4% | $145,877+41.8% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.6%-17.1pp | 80.3%-18.8pp |
| Annual return | 14.21% | 100.37%-86.2pp | 70.12%-55.9pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,745 | $5,276-66.9% | $4,343-59.8% | $4,663-62.6% |
| Participant deferral / active EE | $2,022 | $6,962-71.0% | $6,033-66.5% | $6,691-69.8% |
| Admin fee / account holder | $34,032 | $16,648+104.4% | $12,688+168.2% | $13,402+153.9% |