Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $23,184 | $155,555-85.1% | $146,866-84.2% | $155,188-85.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 10.99% | 115.41%-104.4pp | 102.85%-91.9pp | 148.84%-137.8pp |
| Employer contribution / active EE | $763 | $4,647-83.6% | $4,425-82.8% | $4,248-82.0% |
| Participant deferral / active EE | $1,316 | $8,044-83.6% | $7,759-83.0% | $6,531-79.9% |
| Admin fee / account holder | $586 | $14,755-96.0% | $13,620-95.7% | $14,480-96.0% |