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 | $54,794 | $154,228-64.5% | $145,433-62.3% | $137,256-60.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 15.23% | 74.59%-59.4pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,326 | $4,804-72.4% | $4,554-70.9% | $4,156-68.1% |
| Participant deferral / active EE | $1,326 | $8,216-83.9% | $7,897-83.2% | $6,407-79.3% |
| Admin fee / account holder | $29,284 | $14,344+104.2% | $13,129+123.0% | $12,270+138.7% |