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 | $97,782 | $160,070-38.9% | $147,117-33.5% | $145,897-33.0% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.4pp | 80.3%-21.5pp |
| Annual return | 13.27% | 98.69%-85.4pp | 420.54%-407.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,991 | $5,285-62.3% | $4,932-59.6% | $4,663-57.3% |
| Participant deferral / active EE | $1,247 | $8,419-85.2% | $8,065-84.5% | $6,689-81.4% |
| Admin fee / account holder | $68,014 | $15,035+352.4% | $12,993+423.5% | $13,390+407.9% |