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 | $186,115 | $114,013+63.2% | $103,693+79.5% | $155,188+19.9% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 80.8%-80.8pp |
| Annual return | 15.16% | 49.31%-34.2pp | 47.61%-32.5pp | 148.84%-133.7pp |
| Employer contribution / active EE | $652 | $3,131-79.2% | $2,920-77.7% | $4,248-84.6% |
| Participant deferral / active EE | $652 | $4,970-86.9% | $4,579-85.8% | $6,531-90.0% |
| Admin fee / account holder | $305 | $8,407-96.4% | $7,858-96.1% | $14,480-97.9% |