Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,906 | $93,617-74.5% | $135,982-82.4% | $75,177-68.2% |
| Participation rate | 39.7% | 75.2%-35.5pp | 81.9%-42.3pp | 67.2%-27.5pp |
| Annual return | 39.60% | 30.89%+8.7pp | 68.32%-28.7pp | 160.75%-121.1pp |
| Employer contribution / active EE | $885 | $3,538-75.0% | $4,859-81.8% | $2,671-66.9% |
| Participant deferral / active EE | $1,337 | $6,406-79.1% | $7,760-82.8% | $4,126-67.6% |
| Admin fee / account holder | $1,182 | $6,980-83.1% | $10,767-89.0% | $5,651-79.1% |