Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $49,320 | $162,136-69.6% | $152,301-67.6% | $154,746-68.1% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 12.97% | 91.02%-78.0pp | 80.50%-67.5pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,014 | $4,890-79.3% | $4,624-78.1% | $4,379-76.9% |
| Participant deferral / active EE | $1,897 | $8,341-77.3% | $8,004-76.3% | $6,730-71.8% |
| Admin fee / account holder | $550 | $15,759-96.5% | $14,398-96.2% | $14,365-96.2% |