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 | $142,455 | $80,812+76.3% | $160,784-11.4% | $82,448+72.8% |
| Participation rate | 20.0% | 66.2%-46.2pp | 77.0%-57.0pp | 68.1%-48.1pp |
| Annual return | 14.23% | 100.59%-86.4pp | 1803.92%-1789.7pp | 41.64%-27.4pp |
| Employer contribution / active EE | $576 | $2,174-73.5% | $3,733-84.6% | $2,551-77.4% |
| Participant deferral / active EE | $1,069 | $4,335-75.4% | $6,293-83.0% | $4,139-74.2% |
| Admin fee / account holder | $3,051 | $7,695-60.3% | $9,717-68.6% | $7,234-57.8% |