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 | $104,360 | $110,039-5.2% | $97,260+7.3% | $145,884-28.5% |
| Participation rate | 44.4% | 75.9%-31.5pp | 72.7%-28.2pp | 80.3%-35.9pp |
| Annual return | 16.49% | 244.44%-228.0pp | 75.54%-59.1pp | 551.85%-535.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $497 | $4,674-89.4% | $4,262-88.3% | $6,690-92.6% |
| Admin fee / account holder | $488 | $6,204-92.1% | $5,640-91.4% | $13,392-96.4% |