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 | $235,737 | $106,267+121.8% | $96,520+144.2% | $139,456+69.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 30.20% | 38.45%-8.3pp | 35.72%-5.5pp | 373.45%-343.2pp |
| Employer contribution / active EE | $835 | $4,105-79.6% | $3,739-77.7% | $4,753-82.4% |
| Participant deferral / active EE | $589 | $5,454-89.2% | $4,879-87.9% | $6,711-91.2% |
| Admin fee / account holder | $6,583 | $7,882-16.5% | $6,733-2.2% | $11,407-42.3% |