Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,434 | $135,954-80.6% | $123,893-78.7% | $273,968-90.4% |
| Participation rate | 69.2% | 84.1%-14.8pp | 81.4%-12.2pp | 83.0%-13.8pp |
| Annual return | 5.95% | 56.63%-50.7pp | 47.52%-41.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $3,660 | $5,170-29.2% | $4,617-20.7% | $4,869-24.8% |
| Participant deferral / active EE | $1,375 | $6,343-78.3% | $5,984-77.0% | $5,287-74.0% |
| Admin fee / account holder | $913 | $9,817-90.7% | $8,357-89.1% | $10,132-91.0% |