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 | $25,156 | $59,006-57.4% | $97,197-74.1% | $74,429-66.2% |
| Participation rate | 19.1% | 63.7%-44.6pp | 72.7%-53.6pp | 67.2%-48.1pp |
| Annual return | 13.84% | 16.04%-2.2pp | 75.47%-61.6pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $625 | $1,894-67.0% | $2,723-77.0% | $2,625-76.2% |
| Participant deferral / active EE | $1,104 | $3,671-69.9% | $4,263-74.1% | $4,348-74.6% |
| Admin fee / account holder | $1,872 | $1,974-5.2% | $5,637-66.8% | $1,944-3.7% |