Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,703 | $100,970-89.4% | $96,576-88.9% | $137,256-92.2% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 19.77% | 38.16%-18.4pp | 38.47%-18.7pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,023 | $3,809-73.2% | $3,553-71.2% | $4,156-75.4% |
| Participant deferral / active EE | $1,359 | $8,286-83.6% | $7,956-82.9% | $6,407-78.8% |
| Admin fee / account holder | $2,559 | $11,312-77.4% | $11,381-77.5% | $12,270-79.1% |