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 | $125,390 | $79,169+58.4% | $100,415+24.9% | $74,478+68.4% |
| Participation rate | 34.3% | 79.4%-45.1pp | 81.5%-47.2pp | 67.2%-32.9pp |
| Annual return | 13.68% | 20.51%-6.8pp | 49.47%-35.8pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $1,059 | $3,017-64.9% | $3,943-73.1% | $2,626-59.7% |
| Participant deferral / active EE | $2,569 | $7,751-66.9% | $8,091-68.3% | $4,350-41.0% |
| Admin fee / account holder | $1,849 | $1,337+38.3% | $7,906-76.6% | $1,946-5.0% |