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 | $117,000 | $201,259-41.9% | $184,200-36.5% | $145,959-19.8% |
| Participation rate | 43.8% | 87.5%-43.8pp | 86.8%-43.1pp | 80.3%-36.5pp |
| Annual return | 23.45% | 28.98%-5.5pp | 28.80%-5.3pp | 561.95%-538.5pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $980 | $9,806-90.0% | $9,132-89.3% | $6,689-85.3% |
| Admin fee / account holder | $1,656 | $16,372-89.9% | $13,907-88.1% | $13,398-87.6% |