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 | $21,713 | $159,934-86.4% | $147,005-85.2% | $145,959-85.1% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.0pp | 80.3%-19.2pp |
| Annual return | 18.76% | 98.24%-79.5pp | 418.76%-400.0pp | 561.95%-543.2pp |
| Employer contribution / active EE | $1,420 | $5,287-73.1% | $4,934-71.2% | $4,661-69.5% |
| Participant deferral / active EE | $2,350 | $8,427-72.1% | $8,070-70.9% | $6,689-64.9% |
| Admin fee / account holder | $3,642 | $15,053-75.8% | $13,006-72.0% | $13,398-72.8% |