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 | $80,093 | $150,447-46.8% | $136,298-41.2% | $147,586-45.7% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 16.33% | 1049.15%-1032.8pp | 5156.27%-5139.9pp | 578.59%-562.3pp |
| Employer contribution / active EE | $1,326 | $5,256-74.8% | $4,696-71.8% | $4,876-72.8% |
| Participant deferral / active EE | $2,045 | $6,631-69.2% | $6,247-67.3% | $5,439-62.4% |
| Admin fee / account holder | $1,359 | $10,906-87.5% | $9,244-85.3% | $10,886-87.5% |