Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $16,709 | $183,516-90.9% | $155,534-89.3% | $145,884-88.5% |
| Participation rate | 69.6% | 82.7%-13.1pp | 78.2%-8.7pp | 80.3%-10.7pp |
| Annual return | 21.01% | 61.43%-40.4pp | 64.92%-43.9pp | 551.85%-530.8pp |
| Employer contribution / active EE | $1,288 | $5,315-75.8% | $4,675-72.5% | $4,662-72.4% |
| Participant deferral / active EE | $997 | $6,467-84.6% | $5,630-82.3% | $6,690-85.1% |
| Admin fee / account holder | $708 | $19,293-96.3% | $15,900-95.5% | $13,392-94.7% |