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 | $197,028 | $79,223+148.7% | $102,460+92.3% | $74,478+164.5% |
| Participation rate | 14.7% | 74.8%-60.1pp | 76.5%-61.8pp | 67.2%-52.5pp |
| Annual return | 15.28% | 54.98%-39.7pp | 29.47%-14.2pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $967 | $2,363-59.1% | $3,025-68.0% | $2,626-63.2% |
| Participant deferral / active EE | $1,655 | $4,417-62.5% | $5,056-67.3% | $4,350-62.0% |
| Admin fee / account holder | $37,867 | $2,003+1790.4% | $9,460+300.3% | $1,946+1846.1% |