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 | $54,193 | $171,492-68.4% | $150,734-64.0% | $198,609-72.7% |
| Participation rate | 38.5% | 81.4%-43.0pp | 78.4%-40.0pp | 82.4%-43.9pp |
| Annual return | 7.95% | 804.70%-796.8pp | 600.81%-592.9pp | 202.70%-194.8pp |
| Employer contribution / active EE | $1,788 | $5,470-67.3% | $4,918-63.6% | $5,055-64.6% |
| Participant deferral / active EE | $2,460 | $6,259-60.7% | $5,610-56.2% | $6,977-64.7% |
| Admin fee / account holder | $326 | $17,628-98.2% | $14,905-97.8% | $19,030-98.3% |