Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $28,208 | $111,535-74.7% | $105,223-73.2% | $137,256-79.4% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 80.0%-55.0pp |
| Annual return | 19.35% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $926 | $3,939-76.5% | $3,689-74.9% | $4,156-77.7% |
| Participant deferral / active EE | $926 | $5,500-83.2% | $5,072-81.7% | $6,407-85.5% |
| Admin fee / account holder | $3,068 | $9,721-68.4% | $8,859-65.4% | $12,270-75.0% |