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 | $187,176 | $160,070+16.9% | $147,117+27.2% | $145,897+28.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.81% | 98.69%-84.9pp | 420.54%-406.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,437 | $5,285-72.8% | $4,932-70.9% | $4,663-69.2% |
| Participant deferral / active EE | $1,512 | $8,419-82.0% | $8,065-81.3% | $6,689-77.4% |
| Admin fee / account holder | $2,068 | $15,035-86.2% | $12,993-84.1% | $13,390-84.6% |