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 | $93,116 | $100,203-7.1% | $85,240+9.2% | $145,897-36.2% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 14.37% | 84.28%-69.9pp | 66.75%-52.4pp | 552.29%-537.9pp |
| Employer contribution / active EE | $825 | $3,242-74.6% | $2,735-69.8% | $4,663-82.3% |
| Participant deferral / active EE | $900 | $5,299-83.0% | $4,527-80.1% | $6,689-86.5% |
| Admin fee / account holder | $305 | $7,265-95.8% | $6,165-95.1% | $13,390-97.7% |