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 | $45,430 | $225,673-79.9% | $203,872-77.7% | $155,188-70.7% |
| Participation rate | 10.0% | 80.3%-70.3pp | 77.8%-67.8pp | 80.8%-70.8pp |
| Annual return | 12.77% | 95.91%-83.1pp | 85.11%-72.3pp | 148.84%-136.1pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,040 | $6,893-84.9% | $6,388-83.7% | $6,531-84.1% |
| Admin fee / account holder | $11,920 | $12,327-3.3% | $11,730+1.6% | $14,480-17.7% |