Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $74,758 | $166,242-55.0% | $165,071-54.7% | $145,884-48.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 19.63% | 100.44%-80.8pp | 70.17%-50.5pp | 551.85%-532.2pp |
| Employer contribution / active EE | $1,619 | $5,283-69.4% | $4,347-62.8% | $4,662-65.3% |
| Participant deferral / active EE | $1,850 | $6,964-73.4% | $6,035-69.4% | $6,690-72.3% |
| Admin fee / account holder | $5,040 | $16,658-69.7% | $12,695-60.3% | $13,392-62.4% |