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 | $103,649 | $150,447-31.1% | $136,298-24.0% | $147,586-29.8% |
| Participation rate | 31.8% | 84.4%-52.6pp | 81.9%-50.1pp | 82.8%-51.0pp |
| Annual return | 19.01% | 1049.15%-1030.1pp | 5156.27%-5137.3pp | 578.59%-559.6pp |
| Employer contribution / active EE | $1,315 | $5,256-75.0% | $4,696-72.0% | $4,876-73.0% |
| Participant deferral / active EE | $1,593 | $6,631-76.0% | $6,247-74.5% | $5,439-70.7% |
| Admin fee / account holder | $1,285 | $10,906-88.2% | $9,244-86.1% | $10,886-88.2% |