Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $110,437 | $160,028-31.0% | $147,080-24.9% | $145,884-24.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.81% | 98.60%-82.8pp | 420.17%-404.4pp | 551.85%-536.0pp |
| Employer contribution / active EE | $6,375 | $5,286+20.6% | $4,933+29.2% | $4,662+36.7% |
| Participant deferral / active EE | $2,125 | $8,422-74.8% | $8,066-73.7% | $6,690-68.2% |
| Admin fee / account holder | $21,979 | $15,030+46.2% | $12,989+69.2% | $13,392+64.1% |