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 | $33,167 | $209,874-84.2% | $189,537-82.5% | $167,536-80.2% |
| Participation rate | 33.3% | 88.7%-55.3pp | 87.8%-54.5pp | 82.1%-48.8pp |
| Annual return | 12.97% | 748.61%-735.6pp | 555.34%-542.4pp | 478.82%-465.8pp |
| Employer contribution / active EE | $1,722 | $6,913-75.1% | $6,161-72.0% | $4,839-64.4% |
| Participant deferral / active EE | $2,781 | $8,934-68.9% | $8,220-66.2% | $6,342-56.2% |
| Admin fee / account holder | $12,454 | $14,299-12.9% | $12,048+3.4% | $12,315+1.1% |