Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $32,376 | $150,447-78.5% | $136,298-76.2% | $147,586-78.1% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 18.37% | 1049.15%-1030.8pp | 5156.27%-5137.9pp | 578.59%-560.2pp |
| Employer contribution / active EE | $1,448 | $5,256-72.5% | $4,696-69.2% | $4,876-70.3% |
| Participant deferral / active EE | $1,992 | $6,631-70.0% | $6,247-68.1% | $5,439-63.4% |
| Admin fee / account holder | $636 | $10,906-94.2% | $9,244-93.1% | $10,886-94.2% |