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 | $94,418 | $201,370-53.1% | $184,256-48.8% | $145,897-35.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 11.06% | 29.05%-18.0pp | 28.85%-17.8pp | 552.29%-541.2pp |
| Employer contribution / active EE | $2,532 | $7,024-64.0% | $6,427-60.6% | $4,663-45.7% |
| Participant deferral / active EE | $2,745 | $9,808-72.0% | $9,133-69.9% | $6,689-59.0% |
| Admin fee / account holder | $7,338 | $16,364-55.2% | $13,899-47.2% | $13,390-45.2% |