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 | $40,261 | $197,637-79.6% | $177,848-77.4% | $158,982-74.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 8.29% | 58.77%-50.5pp | 48.33%-40.0pp | 302.99%-294.7pp |
| Employer contribution / active EE | $1,694 | $6,698-74.7% | $5,919-71.4% | $4,763-64.4% |
| Participant deferral / active EE | $1,546 | $8,405-81.6% | $7,714-80.0% | $5,983-74.2% |
| Admin fee / account holder | $11,957 | $15,406-22.4% | $12,431-3.8% | $11,252+6.3% |