Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $85,115 | $59,456+43.2% | $93,669-9.1% | $74,429+14.4% |
| Participation rate | 28.3% | 59.6%-31.3pp | 68.7%-40.4pp | 67.2%-38.9pp |
| Annual return | 23.97% | 82.00%-58.0pp | 133.59%-109.6pp | 1368.38%-1344.4pp |
| Employer contribution / active EE | $662 | $1,266-47.7% | $2,424-72.7% | $2,625-74.8% |
| Participant deferral / active EE | $1,004 | $3,052-67.1% | $4,416-77.3% | $4,348-76.9% |
| Admin fee / account holder | $3,690 | $3,026+21.9% | $8,291-55.5% | $1,944+89.8% |