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 | $248,503 | $102,638+142.1% | $81,982+203.1% | $158,982+56.3% |
| Participation rate | 61.1% | 75.5%-14.4pp | 69.3%-8.1pp | 82.0%-20.9pp |
| Annual return | 31.36% | 61.05%-29.7pp | 41.31%-10.0pp | 302.99%-271.6pp |
| Employer contribution / active EE | $585 | $3,241-81.9% | $2,498-76.6% | $4,763-87.7% |
| Participant deferral / active EE | $1,011 | $4,649-78.3% | $3,722-72.8% | $5,983-83.1% |
| Admin fee / account holder | $3,914 | $8,237-52.5% | $5,665-30.9% | $11,252-65.2% |