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 | $39,750 | $183,988-78.4% | $162,177-75.5% | $152,897-74.0% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.6%-25.1pp | 82.5%-20.0pp |
| Annual return | 22.61% | 150.79%-128.2pp | 115.60%-93.0pp | 345.43%-322.8pp |
| Employer contribution / active EE | $1,648 | $6,370-74.1% | $5,613-70.6% | $4,764-65.4% |
| Participant deferral / active EE | $2,852 | $8,032-64.5% | $7,297-60.9% | $5,851-51.3% |
| Admin fee / account holder | $454 | $13,123-96.5% | $10,843-95.8% | $11,599-96.1% |