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 | $166,862 | $102,595+62.6% | $94,057+77.4% | $154,746+7.8% |
| Participation rate | 63.2% | 76.0%-12.8pp | 73.3%-10.2pp | 80.7%-17.5pp |
| Annual return | 10.52% | 583.42%-572.9pp | 480.62%-470.1pp | 172.34%-161.8pp |
| Employer contribution / active EE | $1,124 | $3,147-64.3% | $2,933-61.7% | $4,379-74.3% |
| Participant deferral / active EE | $887 | $5,118-82.7% | $4,709-81.2% | $6,730-86.8% |
| Admin fee / account holder | $3,877 | $7,736-49.9% | $7,244-46.5% | $14,365-73.0% |