Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,501 | $111,535-81.6% | $105,223-80.5% | $137,256-85.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 14.69% | 237.85%-223.2pp | 180.65%-166.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,142 | $3,939-71.0% | $3,689-69.0% | $4,156-72.5% |
| Participant deferral / active EE | $1,124 | $5,500-79.6% | $5,072-77.8% | $6,407-82.5% |
| Admin fee / account holder | $3,157 | $9,721-67.5% | $8,859-64.4% | $12,270-74.3% |