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 | $35,837 | $102,422-65.0% | $147,117-75.6% | $80,959-55.7% |
| Participation rate | 32.3% | 75.9%-43.6pp | 82.2%-49.9pp | 67.7%-35.4pp |
| Annual return | 14.89% | 135.16%-120.3pp | 420.54%-405.7pp | 35.67%-20.8pp |
| Employer contribution / active EE | $974 | $3,717-73.8% | $4,932-80.3% | $2,757-64.7% |
| Participant deferral / active EE | $1,498 | $6,652-77.5% | $8,065-81.4% | $4,300-65.2% |
| Admin fee / account holder | $474 | $7,953-94.0% | $12,993-96.3% | $6,925-93.2% |