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 | $60,316 | $183,968-67.2% | $162,166-62.8% | $152,870-60.5% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 15.16% | 150.77%-135.6pp | 115.59%-100.4pp | 345.34%-330.2pp |
| Employer contribution / active EE | $1,438 | $6,371-77.4% | $5,614-74.4% | $4,763-69.8% |
| Participant deferral / active EE | $1,438 | $8,034-82.1% | $7,298-80.3% | $5,850-75.4% |
| Admin fee / account holder | $499 | $13,121-96.2% | $10,842-95.4% | $11,597-95.7% |