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 | $33,761 | $175,212-80.7% | $149,682-77.4% | $139,427-75.8% |
| Participation rate | 68.8% | 83.4%-14.6pp | 78.8%-10.0pp | 80.3%-11.6pp |
| Annual return | 23.03% | 166.63%-143.6pp | 134.35%-111.3pp | 373.27%-350.2pp |
| Employer contribution / active EE | $1,894 | $5,475-65.4% | $4,818-60.7% | $4,752-60.1% |
| Participant deferral / active EE | $1,803 | $6,520-72.3% | $5,681-68.3% | $6,711-73.1% |
| Admin fee / account holder | $594 | $16,150-96.3% | $13,210-95.5% | $11,404-94.8% |