Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $29,271 | $162,136-81.9% | $152,301-80.8% | $154,746-81.1% |
| Participation rate | 54.5% | 84.1%-29.6pp | 82.4%-27.9pp | 80.7%-26.2pp |
| Annual return | 29.63% | 91.02%-61.4pp | 80.50%-50.9pp | 172.34%-142.7pp |
| Employer contribution / active EE | $1,586 | $4,890-67.6% | $4,624-65.7% | $4,379-63.8% |
| Participant deferral / active EE | $322 | $8,341-96.1% | $8,004-96.0% | $6,730-95.2% |
| Admin fee / account holder | $940 | $15,759-94.0% | $14,398-93.5% | $14,365-93.5% |