Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $82,127 | $176,077-53.4% | $159,455-48.5% | $167,518-51.0% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 21.22% | 331.83%-310.6pp | 263.63%-242.4pp | 478.71%-457.5pp |
| Employer contribution / active EE | $1,874 | $5,298-64.6% | $4,830-61.2% | $4,838-61.3% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,423 | $12,556-88.7% | $10,800-86.8% | $12,312-88.4% |