Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $80,818 | $217,432-62.8% | $185,851-56.5% | $167,553-51.8% |
| Participation rate | 31.6% | 86.1%-54.5pp | 81.7%-50.1pp | 82.1%-50.5pp |
| Annual return | 11.84% | 148.43%-136.6pp | 122.11%-110.3pp | 478.89%-467.1pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,800 | $6,357-71.7% | $5,569-67.7% | $6,343-71.6% |
| Admin fee / account holder | $2,964 | $19,820-85.0% | $16,245-81.8% | $12,316-75.9% |