Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $42,956 | $165,584-74.1% | $142,942-69.9% | $137,256-68.7% |
| Participation rate | 42.9% | 80.1%-37.2pp | 76.8%-34.0pp | 80.0%-37.1pp |
| Annual return | 22.86% | 164.22%-141.4pp | 113.70%-90.8pp | 220.34%-197.5pp |
| Employer contribution / active EE | $2,267 | $4,725-52.0% | $4,139-45.2% | $4,156-45.4% |
| Participant deferral / active EE | $1,888 | $8,194-77.0% | $7,128-73.5% | $6,407-70.5% |
| Admin fee / account holder | $898 | $16,167-94.4% | $12,475-92.8% | $12,270-92.7% |