Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $81,420 | $107,353-24.2% | $92,903-12.4% | $152,885-46.7% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.5%-26.9pp |
| Annual return | 18.99% | 145.62%-126.6pp | 109.43%-90.4pp | 345.39%-326.4pp |
| Employer contribution / active EE | $1,058 | $4,222-74.9% | $3,653-71.0% | $4,763-77.8% |
| Participant deferral / active EE | $999 | $4,848-79.4% | $4,238-76.4% | $5,851-82.9% |
| Admin fee / account holder | $2,043 | $7,081-71.1% | $5,795-64.7% | $11,598-82.4% |