Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $40,589 | $108,912-62.7% | $100,383-59.6% | $145,959-72.2% |
| Participation rate | 42.1% | 83.0%-40.8pp | 81.5%-39.4pp | 80.3%-38.2pp |
| Annual return | 13.49% | 57.96%-44.5pp | 49.26%-35.8pp | 561.95%-548.5pp |
| Employer contribution / active EE | $1,032 | $4,423-76.7% | $3,944-73.8% | $4,661-77.9% |
| Participant deferral / active EE | $2,001 | $8,451-76.3% | $8,086-75.2% | $6,689-70.1% |
| Admin fee / account holder | $369 | $9,690-96.2% | $7,900-95.3% | $13,398-97.2% |