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 | $235,947 | $148,629+58.7% | $135,982+73.5% | $139,487+69.2% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 15.30% | 79.33%-64.0pp | 68.32%-53.0pp | 373.84%-358.5pp |
| Employer contribution / active EE | $5,036 | $5,247-4.0% | $4,859+3.6% | $4,755+5.9% |
| Participant deferral / active EE | $1,482 | $8,102-81.7% | $7,760-80.9% | $6,713-77.9% |
| Admin fee / account holder | $1,405 | $12,406-88.7% | $10,767-86.9% | $11,407-87.7% |