Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $40,148 | $157,304-74.5% | $141,197-71.6% | $152,909-73.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 24.70% | 64.34%-39.6pp | 71.41%-46.7pp | 345.46%-320.8pp |
| Employer contribution / active EE | $2,873 | $5,263-45.4% | $4,736-39.3% | $4,764-39.7% |
| Participant deferral / active EE | $350 | $7,111-95.1% | $6,710-94.8% | $5,851-94.0% |
| Admin fee / account holder | $400 | $12,126-96.7% | $10,265-96.1% | $11,601-96.6% |