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 | $73,118 | $157,304-53.5% | $141,197-48.2% | $152,909-52.2% |
| Participation rate | 47.1% | 84.8%-37.8pp | 82.5%-35.4pp | 82.5%-35.4pp |
| Annual return | 25.48% | 64.34%-38.9pp | 71.41%-45.9pp | 345.46%-320.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $738 | $7,111-89.6% | $6,710-89.0% | $5,851-87.4% |
| Admin fee / account holder | $2,547 | $12,126-79.0% | $10,265-75.2% | $11,601-78.0% |