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 | $232,647 | $135,956+71.1% | $123,894+87.8% | $273,972-15.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 6.36% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $7,100 | $5,170+37.3% | $4,617+53.8% | $4,869+45.8% |
| Participant deferral / active EE | $1,350 | $6,343-78.7% | $5,984-77.4% | $5,287-74.5% |
| Admin fee / account holder | $666,364 | $9,817+6687.5% | $8,357+7873.6% | $10,133+6476.4% |