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 | $43,502 | $171,867-74.7% | $149,721-70.9% | $147,586-70.5% |
| Participation rate | 63.6% | 88.2%-24.6pp | 87.1%-23.4pp | 82.8%-19.2pp |
| Annual return | 16.60% | 2113.36%-2096.8pp | 1501.67%-1485.1pp | 578.59%-562.0pp |
| Employer contribution / active EE | $1,991 | $6,275-68.3% | $5,444-63.4% | $4,876-59.2% |
| Participant deferral / active EE | $2,350 | $7,270-67.7% | $6,568-64.2% | $5,439-56.8% |
| Admin fee / account holder | $388 | $13,799-97.2% | $11,282-96.6% | $10,886-96.4% |