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 | $19,739 | $105,856-81.4% | $90,161-78.1% | $147,586-86.6% |
| Participation rate | 40.0% | 79.7%-39.7pp | 76.9%-36.9pp | 82.8%-42.8pp |
| Annual return | 14.36% | 37.63%-23.3pp | 34.89%-20.5pp | 578.59%-564.2pp |
| Employer contribution / active EE | $1,272 | $4,126-69.2% | $3,318-61.7% | $4,876-73.9% |
| Participant deferral / active EE | $1,461 | $5,733-74.5% | $5,287-72.4% | $5,439-73.1% |
| Admin fee / account holder | $5,141 | $8,046-36.1% | $5,943-13.5% | $10,886-52.8% |