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 | $101,653-66.0% | $147,080-76.5% | $74,459-53.6% |
| Participation rate | 60.3% | 75.6%-15.3pp | 82.2%-21.9pp | 67.2%-6.9pp |
| Annual return | 16.19% | 8754.98%-8738.8pp | 420.17%-404.0pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $1,904 | $3,813-50.1% | $4,933-61.4% | $2,626-27.5% |
| Participant deferral / active EE | $2,314 | $7,304-68.3% | $8,066-71.3% | $4,350-46.8% |
| Admin fee / account holder | $820 | $1,752-53.2% | $12,989-93.7% | $1,945-57.9% |