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 | $49,896 | $171,867-71.0% | $149,721-66.7% | $147,586-66.2% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 14.04% | 2113.36%-2099.3pp | 1501.67%-1487.6pp | 578.59%-564.6pp |
| Employer contribution / active EE | $1,868 | $6,275-70.2% | $5,444-65.7% | $4,876-61.7% |
| Participant deferral / active EE | $2,391 | $7,270-67.1% | $6,568-63.6% | $5,439-56.0% |
| Admin fee / account holder | $4,694 | $13,799-66.0% | $11,282-58.4% | $10,886-56.9% |