Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,054 | $126,661-81.8% | $113,397-79.7% | $138,895-83.4% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.5%-19.4pp | 79.9%-22.8pp |
| Annual return | 17.94% | 25.05%-7.1pp | 23.20%-5.3pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,444 | $3,456-58.2% | $2,977-51.5% | $4,194-65.6% |
| Participant deferral / active EE | $1,445 | $5,693-74.6% | $5,076-71.5% | $6,396-77.4% |
| Admin fee / account holder | $2,061 | $14,549-85.8% | $11,957-82.8% | $12,562-83.6% |