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 | $55,157 | $209,336-73.7% | $197,124-72.0% | $137,256-59.8% |
| Participation rate | 30.8% | 87.3%-56.5pp | 86.7%-55.9pp | 80.0%-49.2pp |
| Annual return | 19.58% | 48.09%-28.5pp | 44.34%-24.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,397 | $9,614-75.1% | $9,135-73.8% | $6,407-62.6% |
| Admin fee / account holder | $7,321 | $17,308-57.7% | $16,298-55.1% | $12,270-40.3% |