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 | $42,234 | $185,905-77.3% | $170,057-75.2% | $139,487-69.7% |
| Participation rate | 68.8% | 87.8%-19.0pp | 87.0%-18.3pp | 80.3%-11.6pp |
| Annual return | 14.16% | 60.56%-46.4pp | 53.42%-39.3pp | 373.84%-359.7pp |
| Employer contribution / active EE | $3,049 | $7,597-59.9% | $6,790-55.1% | $4,755-35.9% |
| Participant deferral / active EE | $2,191 | $11,627-81.2% | $10,411-79.0% | $6,713-67.4% |
| Admin fee / account holder | $4,437 | $15,397-71.2% | $12,826-65.4% | $11,407-61.1% |