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 | $66,174 | $144,130-54.1% | $117,861-43.9% | $147,586-55.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 19.88% | 531.20%-511.3pp | 335.11%-315.2pp | 578.59%-558.7pp |
| Employer contribution / active EE | $1,487 | $4,897-69.6% | $3,786-60.7% | $4,876-69.5% |
| Participant deferral / active EE | $1,487 | $5,316-72.0% | $4,482-66.8% | $5,439-72.7% |
| Admin fee / account holder | $336 | $10,887-96.9% | $8,021-95.8% | $10,886-96.9% |