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 | $25,434 | $102,422-75.2% | $147,117-82.7% | $80,959-68.6% |
| Participation rate | 44.9% | 75.9%-30.9pp | 82.2%-37.2pp | 67.7%-22.7pp |
| Annual return | 28.79% | 135.16%-106.4pp | 420.54%-391.7pp | 35.67%-6.9pp |
| Employer contribution / active EE | $1,173 | $3,717-68.5% | $4,932-76.2% | $2,757-57.5% |
| Participant deferral / active EE | $2,390 | $6,652-64.1% | $8,065-70.4% | $4,300-44.4% |
| Admin fee / account holder | $1,985 | $7,953-75.0% | $12,993-84.7% | $6,925-71.3% |