Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $229,346 | $183,627+24.9% | $155,602+47.4% | $145,978+57.1% |
| Participation rate | 7.7% | 82.7%-75.0pp | 78.2%-70.5pp | 80.3%-72.6pp |
| Annual return | 17.29% | 61.32%-44.0pp | 64.81%-47.5pp | 550.52%-533.2pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,654 | $6,466-74.4% | $5,629-70.6% | $6,690-75.3% |
| Admin fee / account holder | $97,107 | $19,327+402.4% | $15,923+509.8% | $13,400+624.7% |