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 | $40,682 | $160,040-74.6% | $147,096-72.3% | $145,877-72.1% |
| Participation rate | 27.8% | 84.0%-56.2pp | 82.2%-54.4pp | 80.3%-52.5pp |
| Annual return | 13.64% | 98.49%-84.9pp | 419.75%-406.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,227 | $5,289-76.8% | $4,936-75.1% | $4,663-73.7% |
| Participant deferral / active EE | $1,385 | $8,429-83.6% | $8,071-82.8% | $6,691-79.3% |
| Admin fee / account holder | $818 | $15,050-94.6% | $13,005-93.7% | $13,402-93.9% |