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 | $40,867 | $91,179-55.2% | $178,499-77.1% | $79,852-48.8% |
| Participation rate | 34.5% | 69.2%-34.7pp | 81.9%-47.4pp | 69.6%-35.1pp |
| Annual return | 13.97% | 24.19%-10.2pp | 151.10%-137.1pp | 31.72%-17.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $833 | $3,236-74.3% | $5,202-84.0% | $3,740-77.7% |
| Admin fee / account holder | $7,605 | $6,749+12.7% | $13,986-45.6% | $5,306+43.3% |