Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $89,156 | $102,382-12.9% | $147,005-39.4% | $80,874+10.2% |
| Participation rate | 62.1% | 75.8%-13.8pp | 82.2%-20.1pp | 67.6%-5.6pp |
| Annual return | 27.87% | 134.89%-107.0pp | 418.76%-390.9pp | 35.62%-7.7pp |
| Employer contribution / active EE | $1,821 | $3,715-51.0% | $4,934-63.1% | $2,756-33.9% |
| Participant deferral / active EE | $2,371 | $6,646-64.3% | $8,070-70.6% | $4,297-44.8% |
| Admin fee / account holder | $5,803 | $7,942-26.9% | $13,006-55.4% | $6,935-16.3% |