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 | $35,458 | $110,379-67.9% | $102,412-65.4% | $145,884-75.7% |
| Participation rate | 53.3% | 77.9%-24.6pp | 74.5%-21.2pp | 80.3%-27.0pp |
| Annual return | 11.36% | 24.84%-13.5pp | 24.94%-13.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $3,094 | $4,216-26.6% | $3,870-20.0% | $4,662-33.6% |
| Participant deferral / active EE | $1,429 | $5,622-74.6% | $5,060-71.8% | $6,690-78.6% |
| Admin fee / account holder | $3,427 | $9,745-64.8% | $8,388-59.1% | $13,392-74.4% |