Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $138,022 | $111,830+23.4% | $93,696+47.3% | $145,884-5.4% |
| Participation rate | 12.5% | 74.2%-61.7pp | 68.7%-56.2pp | 80.3%-67.8pp |
| Annual return | 10.27% | 204.08%-193.8pp | 133.74%-123.5pp | 551.85%-541.6pp |
| Employer contribution / active EE | $575 | $3,093-81.4% | $2,422-76.3% | $4,662-87.7% |
| Participant deferral / active EE | $262 | $4,920-94.7% | $4,417-94.1% | $6,690-96.1% |
| Admin fee / account holder | $32,626 | $10,249+218.3% | $8,287+293.7% | $13,392+143.6% |