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 | $85,987 | $68,394+25.7% | $94,672-9.2% | $75,177+14.4% |
| Participation rate | 14.9% | 76.1%-61.2pp | 80.8%-65.9pp | 67.2%-52.3pp |
| Annual return | 19.61% | 616.92%-597.3pp | 156.89%-137.3pp | 160.75%-141.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,514 | $6,536-61.5% | $7,417-66.1% | $4,126-39.1% |
| Admin fee / account holder | $9,346 | $5,326+75.5% | $7,222+29.4% | $5,651+65.4% |