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 | $42,118 | $135,956-69.0% | $123,894-66.0% | $273,972-84.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 3.90% | 56.63%-52.7pp | 47.52%-43.6pp | 41.46%-37.6pp |
| Employer contribution / active EE | $1,280 | $5,170-75.2% | $4,617-72.3% | $4,869-73.7% |
| Participant deferral / active EE | $1,937 | $6,343-69.5% | $5,984-67.6% | $5,287-63.4% |
| Admin fee / account holder | $26,785 | $9,817+172.8% | $8,357+220.5% | $10,133+164.3% |