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 | $76,390 | $99,031-22.9% | $86,597-11.8% | $147,585-48.2% |
| Participation rate | 40.0% | 76.3%-36.3pp | 73.5%-33.5pp | 82.8%-42.8pp |
| Annual return | 16.46% | 1312.56%-1296.1pp | 964.96%-948.5pp | 578.57%-562.1pp |
| Employer contribution / active EE | $342 | $3,132-89.1% | $2,840-87.9% | $4,876-93.0% |
| Participant deferral / active EE | $342 | $3,972-91.4% | $3,609-90.5% | $5,439-93.7% |
| Admin fee / account holder | $708 | $5,711-87.6% | $4,906-85.6% | $10,885-93.5% |