Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $49,057 | $85,766-42.8% | $136,298-64.0% | $70,126-30.0% |
| Participation rate | 65.5% | 74.2%-8.6pp | 81.9%-16.4pp | 69.5%-4.0pp |
| Annual return | 32.50% | 31.46%+1.0pp | 5156.27%-5123.8pp | 73.15%-40.7pp |
| Employer contribution / active EE | $1,445 | $2,966-51.3% | $4,696-69.2% | $2,343-38.3% |
| Participant deferral / active EE | $2,134 | $5,051-57.8% | $6,247-65.8% | $3,332-36.0% |
| Admin fee / account holder | $13,158 | $5,421+142.7% | $9,244+42.3% | $4,645+183.2% |