Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $79,249 | $102,595-22.8% | $94,057-15.7% | $154,746-48.8% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 15.65% | 583.42%-567.8pp | 480.62%-465.0pp | 172.34%-156.7pp |
| Employer contribution / active EE | $392 | $3,147-87.6% | $2,933-86.6% | $4,379-91.1% |
| Participant deferral / active EE | $1,038 | $5,118-79.7% | $4,709-78.0% | $6,730-84.6% |
| Admin fee / account holder | $392 | $7,736-94.9% | $7,244-94.6% | $14,365-97.3% |