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 | $103,303 | $183,539-43.7% | $155,556-33.6% | $145,897-29.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 22.11% | 61.31%-39.2pp | 64.84%-42.7pp | 552.29%-530.2pp |
| Employer contribution / active EE | $2,416 | $5,315-54.5% | $4,675-48.3% | $4,663-48.2% |
| Participant deferral / active EE | $1,736 | $6,467-73.2% | $5,631-69.2% | $6,689-74.0% |
| Admin fee / account holder | $24,214 | $19,275+25.6% | $15,885+52.4% | $13,390+80.8% |