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 | $23,391 | $148,582-84.3% | $135,942-82.8% | $139,456-83.2% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 24.25% | 79.26%-55.0pp | 68.28%-44.0pp | 373.45%-349.2pp |
| Employer contribution / active EE | $1,156 | $5,245-78.0% | $4,858-76.2% | $4,753-75.7% |
| Participant deferral / active EE | $1,810 | $8,101-77.7% | $7,759-76.7% | $6,711-73.0% |
| Admin fee / account holder | $789 | $12,402-93.6% | $10,764-92.7% | $11,407-93.1% |