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 | $97,303 | $102,422-5.0% | $147,117-33.9% | $80,959+20.2% |
| Participation rate | 65.4% | 75.9%-10.5pp | 82.2%-16.8pp | 67.7%-2.3pp |
| Annual return | 12.56% | 135.16%-122.6pp | 420.54%-408.0pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,093 | $3,717-70.6% | $4,932-77.8% | $2,757-60.4% |
| Participant deferral / active EE | $1,638 | $6,652-75.4% | $8,065-79.7% | $4,300-61.9% |
| Admin fee / account holder | $3,532 | $7,953-55.6% | $12,993-72.8% | $6,925-49.0% |