Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $35,281 | $110,240-68.0% | $96,544-63.5% | $139,487-74.7% |
| Participation rate | 64.3% | 78.1%-13.8pp | 76.0%-11.7pp | 80.3%-16.1pp |
| Annual return | 12.17% | 26.41%-14.2pp | 25.88%-13.7pp | 373.84%-361.7pp |
| Employer contribution / active EE | $4,282 | $3,622+18.2% | $2,966+44.3% | $4,755-9.9% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,450 | $11,602-87.5% | $8,254-82.4% | $11,407-87.3% |