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 | $37,917 | $102,422-63.0% | $147,117-74.2% | $80,959-53.2% |
| Participation rate | 29.6% | 75.9%-46.2pp | 82.2%-52.6pp | 67.7%-38.0pp |
| Annual return | 14.96% | 135.16%-120.2pp | 420.54%-405.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $1,216 | $3,717-67.3% | $4,932-75.3% | $2,757-55.9% |
| Participant deferral / active EE | $1,595 | $6,652-76.0% | $8,065-80.2% | $4,300-62.9% |
| Admin fee / account holder | $3,338 | $7,953-58.0% | $12,993-74.3% | $6,925-51.8% |