Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $178,364 | $115,814+54.0% | $101,275+76.1% | $158,982+12.2% |
| Participation rate | 45.5% | 79.4%-33.9pp | 75.8%-30.4pp | 82.0%-36.5pp |
| Annual return | 2400.78% | 56.16%+2344.6pp | 46.48%+2354.3pp | 302.99%+2097.8pp |
| Employer contribution / active EE | $1,001 | $4,176-76.0% | $3,660-72.7% | $4,763-79.0% |
| Participant deferral / active EE | $1,263 | $4,958-74.5% | $4,371-71.1% | $5,983-78.9% |
| Admin fee / account holder | $1,012 | $7,249-86.0% | $5,948-83.0% | $11,252-91.0% |