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 | $38,785 | $118,454-67.3% | $98,441-60.6% | $139,427-72.2% |
| Participation rate | 45.5% | 77.5%-32.0pp | 75.2%-29.7pp | 80.3%-34.9pp |
| Annual return | 20.83% | 18.94%+1.9pp | 21.16%-0.3pp | 373.27%-352.4pp |
| Employer contribution / active EE | $0 | $3,610-100.0% | $3,048-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $762 | $5,392-85.9% | $4,738-83.9% | $6,711-88.7% |
| Admin fee / account holder | $527 | $14,053-96.2% | $8,960-94.1% | $11,404-95.4% |