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 | $89,222 | $173,397-48.5% | $135,987-34.4% | $145,877-38.8% |
| Participation rate | 41.7% | 80.4%-38.7pp | 76.4%-34.8pp | 80.3%-38.6pp |
| Annual return | 7.76% | 1166.18%-1158.4pp | 580.01%-572.3pp | 551.28%-543.5pp |
| Employer contribution / active EE | $1,688 | $5,281-68.0% | $4,214-59.9% | $4,663-63.8% |
| Participant deferral / active EE | $1,481 | $8,710-83.0% | $7,027-78.9% | $6,691-77.9% |
| Admin fee / account holder | $101,884 | $9,663+954.4% | $6,716+1417.1% | $13,402+660.2% |