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 | $235,342 | $114,119+106.2% | $107,187+119.6% | $138,895+69.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 12.75% | 273.21%-260.5pp | 204.55%-191.8pp | 145.39%-132.6pp |
| Employer contribution / active EE | $11,427 | $4,059+181.5% | $3,782+202.1% | $4,194+172.4% |
| Participant deferral / active EE | $979 | $5,538-82.3% | $5,096-80.8% | $6,396-84.7% |
| Admin fee / account holder | $1,123 | $10,024-88.8% | $9,162-87.7% | $12,562-91.1% |