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 | $55,479 | $59,467-6.7% | $93,727-40.8% | $74,478-25.5% |
| Participation rate | 26.9% | 59.6%-32.7pp | 68.7%-41.8pp | 67.2%-40.3pp |
| Annual return | 13.34% | 82.14%-68.8pp | 133.83%-120.5pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $676 | $1,267-46.7% | $2,421-72.1% | $2,626-74.3% |
| Participant deferral / active EE | $1,220 | $3,052-60.0% | $4,417-72.4% | $4,350-72.0% |
| Admin fee / account holder | $3,998 | $3,028+32.0% | $8,292-51.8% | $1,946+105.5% |