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 | $30,742 | $165,399-81.4% | $149,745-79.5% | $158,982-80.7% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 15.84% | 348.34%-332.5pp | 276.72%-260.9pp | 302.99%-287.2pp |
| Employer contribution / active EE | $1,284 | $5,105-74.9% | $4,646-72.4% | $4,763-73.1% |
| Participant deferral / active EE | $1,489 | $7,183-79.3% | $6,843-78.2% | $5,983-75.1% |
| Admin fee / account holder | $2,597 | $10,811-76.0% | $9,312-72.1% | $11,252-76.9% |