Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $56,651 | $73,988-23.4% | $96,538-41.3% | $75,177-24.6% |
| Participation rate | 54.3% | 66.4%-12.1pp | 74.3%-20.1pp | 67.2%-12.9pp |
| Annual return | 24.16% | 26.73%-2.6pp | 35.74%-11.6pp | 160.75%-136.6pp |
| Employer contribution / active EE | $1,183 | $2,930-59.6% | $3,740-68.4% | $2,671-55.7% |
| Participant deferral / active EE | $1,409 | $3,660-61.5% | $4,880-71.1% | $4,126-65.9% |
| Admin fee / account holder | $600 | $5,220-88.5% | $6,737-91.1% | $5,651-89.4% |