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 | $32,327 | $209,425-84.6% | $178,499-81.9% | $158,966-79.7% |
| Participation rate | 55.6% | 86.4%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 21.81% | 188.80%-167.0pp | 151.10%-129.3pp | 302.95%-281.1pp |
| Employer contribution / active EE | $1,460 | $5,707-74.4% | $5,011-70.9% | $4,762-69.3% |
| Participant deferral / active EE | $1,494 | $5,955-74.9% | $5,202-71.3% | $5,983-75.0% |
| Admin fee / account holder | $741 | $17,078-95.7% | $13,986-94.7% | $11,250-93.4% |