Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $38,130 | $99,053-61.5% | $88,179-56.8% | $138,895-72.5% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.1%-44.1pp | 79.9%-54.9pp |
| Annual return | 16.33% | 78.17%-61.8pp | 64.97%-48.6pp | 145.39%-129.1pp |
| Employer contribution / active EE | $757 | $2,882-73.7% | $2,549-70.3% | $4,194-81.9% |
| Participant deferral / active EE | $757 | $5,225-85.5% | $4,614-83.6% | $6,396-88.2% |
| Admin fee / account holder | $1,653 | $8,748-81.1% | $7,673-78.5% | $12,562-86.8% |