Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $103,672 | $99,994+3.7% | $146,647-29.3% | $85,851+20.8% |
| Participation rate | 37.6% | 73.1%-35.4pp | 80.1%-42.4pp | 69.3%-31.7pp |
| Annual return | 16.29% | 18.93%-2.6pp | 22.75%-6.5pp | 318.63%-302.3pp |
| Employer contribution / active EE | $1,367 | $2,559-46.6% | $4,137-67.0% | $2,565-46.7% |
| Participant deferral / active EE | $1,421 | $4,006-64.5% | $5,506-74.2% | $3,952-64.0% |
| Admin fee / account holder | $594 | $7,703-92.3% | $10,281-94.2% | $6,261-90.5% |