Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,320 | $160,070-88.6% | $147,117-87.5% | $145,897-87.4% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 12.97% | 98.69%-85.7pp | 420.54%-407.6pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,110 | $5,285-79.0% | $4,932-77.5% | $4,663-76.2% |
| Participant deferral / active EE | $1,816 | $8,419-78.4% | $8,065-77.5% | $6,689-72.9% |
| Admin fee / account holder | $8,299 | $15,035-44.8% | $12,993-36.1% | $13,390-38.0% |