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 | $180,946 | $102,393+76.7% | $147,041+23.1% | $80,911+123.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 12.55% | 134.95%-122.4pp | 419.21%-406.7pp | 35.63%-23.1pp |
| Employer contribution / active EE | $7,278 | $3,715+95.9% | $4,935+47.5% | $2,756+164.1% |
| Participant deferral / active EE | $2,025 | $6,647-69.5% | $8,071-74.9% | $4,297-52.9% |
| Admin fee / account holder | $65,348 | $7,943+722.7% | $13,006+402.4% | $6,935+842.3% |