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 | $93,207 | $183,988-49.3% | $162,177-42.5% | $152,897-39.0% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 19.09% | 150.79%-131.7pp | 115.60%-96.5pp | 345.43%-326.3pp |
| Employer contribution / active EE | $2,034 | $6,370-68.1% | $5,613-63.8% | $4,764-57.3% |
| Participant deferral / active EE | $1,818 | $8,032-77.4% | $7,297-75.1% | $5,851-68.9% |
| Admin fee / account holder | $446 | $13,123-96.6% | $10,843-95.9% | $11,599-96.2% |