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 | $26,984 | $148,623-81.8% | $135,974-80.2% | $139,466-80.7% |
| Participation rate | 46.7% | 83.9%-37.2pp | 81.9%-35.3pp | 80.3%-33.7pp |
| Annual return | 15.02% | 79.30%-64.3pp | 68.30%-53.3pp | 373.66%-358.6pp |
| Employer contribution / active EE | $1,370 | $5,246-73.9% | $4,859-71.8% | $4,754-71.2% |
| Participant deferral / active EE | $1,983 | $8,103-75.5% | $7,760-74.4% | $6,712-70.5% |
| Admin fee / account holder | $3,158 | $12,406-74.5% | $10,767-70.7% | $11,409-72.3% |