Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $68,868 | $202,440-66.0% | $169,390-59.3% | $139,466-50.6% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 14.60% | 532.36%-517.8pp | 406.07%-391.5pp | 373.66%-359.1pp |
| Employer contribution / active EE | $2,045 | $4,693-56.4% | $4,013-49.0% | $4,754-57.0% |
| Participant deferral / active EE | $1,062 | $6,940-84.7% | $6,222-82.9% | $6,712-84.2% |
| Admin fee / account holder | $588 | $10,722-94.5% | $9,015-93.5% | $11,409-94.9% |