Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $99,289 | $150,346-34.0% | $120,524-17.6% | $145,877-31.9% |
| Participation rate | 25.0% | 78.8%-53.8pp | 71.9%-46.9pp | 80.3%-55.3pp |
| Annual return | 26.56% | 154.40%-127.8pp | 107.36%-80.8pp | 551.28%-524.7pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $767 | $6,172-87.6% | $4,994-84.6% | $6,691-88.5% |
| Admin fee / account holder | $2,003 | $12,215-83.6% | $9,440-78.8% | $13,402-85.1% |