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 | $37,785 | $154,228-75.5% | $145,433-74.0% | $137,256-72.5% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.7pp | 80.0%-35.5pp |
| Annual return | 14.18% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $935 | $4,804-80.5% | $4,554-79.5% | $4,156-77.5% |
| Participant deferral / active EE | $1,178 | $8,216-85.7% | $7,897-85.1% | $6,407-81.6% |
| Admin fee / account holder | $6,024 | $14,344-58.0% | $13,129-54.1% | $12,270-50.9% |