Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $31,904 | $78,705-59.5% | $117,857-72.9% | $70,131-54.5% |
| Participation rate | 45.8% | 73.2%-27.4pp | 79.7%-33.9pp | 69.5%-23.8pp |
| Annual return | 13.52% | 23.30%-9.8pp | 335.09%-321.6pp | 73.14%-59.6pp |
| Employer contribution / active EE | $3,075 | $2,223+38.3% | $3,786-18.8% | $2,342+31.3% |
| Participant deferral / active EE | $1,131 | $3,297-65.7% | $4,482-74.8% | $3,332-66.1% |
| Admin fee / account holder | $11,616 | $5,065+129.3% | $8,020+44.8% | $4,645+150.1% |