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 | $34,882 | $81,208-57.0% | $98,920-64.7% | $79,852-56.3% |
| Participation rate | 32.0% | 72.5%-40.5pp | 76.0%-44.0pp | 69.6%-37.6pp |
| Annual return | 14.78% | 60.99%-46.2pp | 196.47%-181.7pp | 31.72%-16.9pp |
| Employer contribution / active EE | $909 | $1,960-53.6% | $2,689-66.2% | $2,471-63.2% |
| Participant deferral / active EE | $1,133 | $3,265-65.3% | $4,245-73.3% | $3,740-69.7% |
| Admin fee / account holder | $1,323 | $6,013-78.0% | $6,643-80.1% | $5,306-75.1% |