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 | $41,574 | $162,136-74.4% | $152,301-72.7% | $154,746-73.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 12.68% | 91.02%-78.3pp | 80.50%-67.8pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,135 | $4,890-76.8% | $4,624-75.5% | $4,379-74.1% |
| Participant deferral / active EE | $1,905 | $8,341-77.2% | $8,004-76.2% | $6,730-71.7% |
| Admin fee / account holder | $313 | $15,759-98.0% | $14,398-97.8% | $14,365-97.8% |