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 | $26,652 | $100,805-73.6% | $86,698-69.3% | $134,532-80.2% |
| Participation rate | 40.0% | 79.0%-39.0pp | 76.6%-36.6pp | 81.2%-41.2pp |
| Annual return | 3.06% | 29.09%-26.0pp | 35.95%-32.9pp | 418.27%-415.2pp |
| Employer contribution / active EE | $988 | $3,490-71.7% | $2,837-65.2% | $4,741-79.2% |
| Participant deferral / active EE | $1,347 | $5,339-74.8% | $4,656-71.1% | $6,401-79.0% |
| Admin fee / account holder | $1,228 | $10,925-88.8% | $7,493-83.6% | $11,429-89.3% |