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 | $101,232 | $111,535-9.2% | $105,223-3.8% | $137,256-26.2% |
| Participation rate | 21.1% | 78.1%-57.0pp | 75.0%-54.0pp | 80.0%-58.9pp |
| Annual return | 14.58% | 237.85%-223.3pp | 180.65%-166.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,186 | $3,939-69.9% | $3,689-67.8% | $4,156-71.5% |
| Participant deferral / active EE | $1,186 | $5,500-78.4% | $5,072-76.6% | $6,407-81.5% |
| Admin fee / account holder | $4,035 | $9,721-58.5% | $8,859-54.5% | $12,270-67.1% |