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 | $55,861 | $201,370-72.3% | $184,256-69.7% | $145,897-61.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 13.05% | 29.05%-16.0pp | 28.85%-15.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $2,123 | $7,024-69.8% | $6,427-67.0% | $4,663-54.5% |
| Participant deferral / active EE | $2,123 | $9,808-78.4% | $9,133-76.8% | $6,689-68.3% |
| Admin fee / account holder | $918 | $16,364-94.4% | $13,899-93.4% | $13,390-93.1% |