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 | $20,831 | $107,368-80.6% | $92,915-77.6% | $152,909-86.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 16.32% | 145.64%-129.3pp | 109.45%-93.1pp | 345.46%-329.1pp |
| Employer contribution / active EE | $745 | $4,222-82.3% | $3,653-79.6% | $4,764-84.4% |
| Participant deferral / active EE | $1,048 | $4,848-78.4% | $4,238-75.3% | $5,851-82.1% |
| Admin fee / account holder | $4,147 | $7,082-41.4% | $5,796-28.4% | $11,601-64.3% |