Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,888 | $111,814-76.0% | $103,374-74.0% | $145,959-81.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.11% | 24.77%-12.7pp | 24.89%-12.8pp | 561.95%-549.8pp |
| Employer contribution / active EE | $1,216 | $4,214-71.1% | $3,869-68.6% | $4,661-73.9% |
| Participant deferral / active EE | $1,237 | $5,618-78.0% | $5,058-75.5% | $6,689-81.5% |
| Admin fee / account holder | $9,108 | $9,754-6.6% | $8,394+8.5% | $13,398-32.0% |