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 | $43,727 | $123,793-64.7% | $177,840-75.4% | $79,852-45.2% |
| Participation rate | 65.5% | 84.7%-19.1pp | 87.7%-22.2pp | 69.6%-4.1pp |
| Annual return | 37.64% | 22.82%+14.8pp | 48.32%-10.7pp | 31.72%+5.9pp |
| Employer contribution / active EE | $1,266 | $4,095-69.1% | $5,919-78.6% | $2,471-48.8% |
| Participant deferral / active EE | $2,192 | $5,956-63.2% | $7,714-71.6% | $3,740-41.4% |
| Admin fee / account holder | $4,356 | $7,243-39.9% | $12,431-65.0% | $5,306-17.9% |