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 | $34,581 | $101,539-65.9% | $147,041-76.5% | $74,400-53.5% |
| Participation rate | 60.3% | 75.5%-15.3pp | 82.2%-21.9pp | 67.2%-6.9pp |
| Annual return | 16.19% | 8740.84%-8724.7pp | 419.21%-403.0pp | 1367.51%-1351.3pp |
| Employer contribution / active EE | $1,904 | $3,811-50.0% | $4,935-61.4% | $2,624-27.4% |
| Participant deferral / active EE | $2,314 | $7,304-68.3% | $8,071-71.3% | $4,348-46.8% |
| Admin fee / account holder | $820 | $1,749-53.1% | $13,006-93.7% | $1,944-57.8% |