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 | $91,428 | $148,623-38.5% | $135,974-32.8% | $139,466-34.4% |
| Participation rate | 27.8% | 83.9%-56.1pp | 81.9%-54.1pp | 80.3%-52.6pp |
| Annual return | 16.35% | 79.30%-62.9pp | 68.30%-52.0pp | 373.66%-357.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $678 | $8,103-91.6% | $7,760-91.3% | $6,712-89.9% |
| Admin fee / account holder | $3,843 | $12,406-69.0% | $10,767-64.3% | $11,409-66.3% |