Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $49,802 | $114,013-56.3% | $103,693-52.0% | $155,188-67.9% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 80.8%-60.8pp |
| Annual return | 21.61% | 49.31%-27.7pp | 47.61%-26.0pp | 148.84%-127.2pp |
| Employer contribution / active EE | $478 | $3,131-84.7% | $2,920-83.6% | $4,248-88.7% |
| Participant deferral / active EE | $531 | $4,970-89.3% | $4,579-88.4% | $6,531-91.9% |
| Admin fee / account holder | $316 | $8,407-96.2% | $7,858-96.0% | $14,480-97.8% |