Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $47,789 | $180,749-73.6% | $160,784-70.3% | $137,256-65.2% |
| Participation rate | 18.8% | 80.0%-61.2pp | 77.0%-58.2pp | 80.0%-61.2pp |
| Annual return | 16.05% | 2234.46%-2218.4pp | 1803.92%-1787.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $728 | $4,155-82.5% | $3,733-80.5% | $4,156-82.5% |
| Participant deferral / active EE | $828 | $6,844-87.9% | $6,293-86.8% | $6,407-87.1% |
| Admin fee / account holder | $7,585 | $10,397-27.0% | $9,717-21.9% | $12,270-38.2% |