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 | $56,886 | $165,381-65.6% | $149,730-62.0% | $158,966-64.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 13.62% | 348.29%-334.7pp | 276.70%-263.1pp | 302.95%-289.3pp |
| Employer contribution / active EE | $5,870 | $5,104+15.0% | $4,645+26.4% | $4,762+23.3% |
| Participant deferral / active EE | $1,533 | $7,182-78.7% | $6,843-77.6% | $5,983-74.4% |
| Admin fee / account holder | $780 | $10,809-92.8% | $9,310-91.6% | $11,250-93.1% |