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 | $149,195 | $202,342-26.3% | $172,753-13.6% | $152,909-2.4% |
| Participation rate | 20.0% | 87.1%-67.1pp | 82.6%-62.6pp | 82.5%-62.5pp |
| Annual return | 14.03% | 1029.88%-1015.9pp | 803.00%-789.0pp | 345.46%-331.4pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,646 | $5,948-72.3% | $5,198-68.3% | $5,851-71.9% |
| Admin fee / account holder | $3,855 | $17,112-77.5% | $13,956-72.4% | $11,601-66.8% |