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 | $128,940 | $209,425-38.4% | $178,499-27.8% | $158,966-18.9% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 8.11% | 188.80%-180.7pp | 151.10%-143.0pp | 302.95%-294.8pp |
| Employer contribution / active EE | $2,135 | $5,707-62.6% | $5,011-57.4% | $4,762-55.2% |
| Participant deferral / active EE | $1,316 | $5,955-77.9% | $5,202-74.7% | $5,983-78.0% |
| Admin fee / account holder | $42,882 | $17,078+151.1% | $13,986+206.6% | $11,250+281.2% |