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 | $145,967 | $88,778+64.4% | $81,844+78.3% | $145,884+0.1% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 17.44% | 1033.03%-1015.6pp | 778.87%-761.4pp | 551.85%-534.4pp |
| Employer contribution / active EE | $585 | $3,087-81.1% | $2,916-79.9% | $4,662-87.5% |
| Participant deferral / active EE | $645 | $4,648-86.1% | $4,323-85.1% | $6,690-90.4% |
| Admin fee / account holder | $1,298 | $8,430-84.6% | $7,355-82.4% | $13,392-90.3% |