Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,550 | $174,379-86.5% | $152,093-84.5% | $138,895-83.0% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 16.50% | 74.86%-58.4pp | 66.36%-49.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $895 | $4,652-80.8% | $4,175-78.6% | $4,194-78.7% |
| Participant deferral / active EE | $895 | $6,159-85.5% | $5,451-83.6% | $6,396-86.0% |
| Admin fee / account holder | $5,407 | $16,880-68.0% | $14,497-62.7% | $12,562-57.0% |