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 | $67,670 | $159,978-57.7% | $147,041-54.0% | $145,978-53.6% |
| Participation rate | 6.3% | 84.0%-77.8pp | 82.2%-75.9pp | 80.3%-74.0pp |
| Annual return | 17.25% | 98.36%-81.1pp | 419.21%-402.0pp | 550.52%-533.3pp |
| Employer contribution / active EE | $2,227 | $5,288-57.9% | $4,935-54.9% | $4,662-52.2% |
| Participant deferral / active EE | $2,234 | $8,429-73.5% | $8,071-72.3% | $6,690-66.6% |
| Admin fee / account holder | $30,671 | $15,053+103.8% | $13,006+135.8% | $13,400+128.9% |